Log into PayPal with an account that can view and run reports.
Navigate to Reports
Navigate to Activities > Activity report
Configure and run a report of completed payments for the desired time range.
Wait and check occasionally. The table will update automatically without refreshing when the report is available to download.
Download the report and open it in a spreadsheet editor you’re comfortable using.
Clean up the spreadsheet to include only eCard payments
Delete any rows that do not look like this:
784|02e55d88d5f022fce48a78b35ef6ae72
The format starts with the eCard Entry ID followed by a | character
For example in Google Sheets use the filtering for “Text does not contain” the “|” character.
Set the Date format to YYYY-MM-DD
Split the Name column into First & Last using any technique you prefer. You may also want to consider Prefix, Middle Name, and Suffix depending on the PayPal names. (One Google Sheets example.)
Delete columns that do not apply to either the supporter or donation import. This just saves time selecting “Do not import” for those columns.
Export the spreadsheet to CSV again
Rename the CSV file to be less than 64 characters if needed.
Log into Salsa Engage
Navigate to Supporters > Manage Imports
Click the Import List of Supporters button
Give the import a descriptive name including the exported date range, for example “PayPal Activity 09/22/22 - 3/20/24”
Select and upload the file.
Please note: The file uploader has an undocumented limit of 64 characters for the file name. If it appears stuck, check the name length.
Map all Supporter fields appropriately. Map all donation specific fields and not applicable fields to “Do not import”.
Set your duplicate, group, and scheduling options as desired
Execute the import
Review any failures. In most cases these will only be duplicate errors from one supporter making multiple ecard donations.
Navigate to Transactions > Manage Your Imports
Click the Import List of Donations button
Give the import a descriptive name including the exported date range, for example “PayPal Activity 09/22/22 - 3/20/24”
Select and upload the file.
Please note: The file uploader has an undocumented limit of 64 characters for the file name. If it appears stuck, check the name length.
Set all mapped columns to Do not import except
Date: Donation Date
Gross: Donation Amount
From Email: Supporter Email
Transaction ID: Transaction ID
Set the duplicate and scheduling options as desired.
Execute the import
Celebrate! Your eCard purchases are now in Salsa Engage as Supporters & Donations!
