Stripe - NCS → EveryAction Converter

Part 1

Export from Stripe

connect.stripe.com

Part 2

Convert the File

Upload · Triage · Download

Part 3

Upload to EveryAction

Bulk Upload · Map fields · Verify

Part 1 of 3

Export from Stripe

Every time you receive a DAF disbursement from NCS, you'll need to export the transaction from Stripe and import it into EveryAction. Start here. This takes about 2 minutes.

Log in to Stripe

Go to connect.stripe.com and log in with your St. Mary's Center NCS Stripe credentials.

Go to Balance

In the left-hand navigation panel, click Balance. You'll see a list of transactions — both incoming payments (DAF gifts) and outgoing payouts (transfers to your bank account).

Click Export

Click the Export button near the top right of the page to open the export options.

Choose your date range

You only want to export transactions that haven't been uploaded to EveryAction yet. Select Custom and enter the date range for new transactions only.

Not sure where you left off? Open EveryAction in another tab. Go to Fundraising → Contributions. Filter by Source Code = Donor Advised Fund. Sort by date, newest first. The date on the top record is your last import — set your Stripe export start date to the day after that.

Set Columns to "All (17)" — this step is critical

In the Columns dropdown, you must select All (17). The default option (Default 9) does not include donor names, addresses, or grant IDs. If you use the default, the import will not work correctly.

Export and save the file

Click the green Export button. Stripe will download a .csv file to your computer. Note where it saves — you'll need it in the next step.

Part 2 of 3

Convert Your Export

Upload the Stripe CSV you just downloaded. The tool will remove payout rows, classify each donor for data hygiene, and prepare a clean file ready for EveryAction. Your data never leaves your browser.

Drop your Stripe CSV here

or click to browse

.csv · .xls · .xlsx

Results

Donor Name	Amount	Date	Status	Action

🟡 Review Required

These donors have a name but no email or address, making EveryAction's auto-matching unreliable. Look up each donor's VANID in EveryAction (Quick Look Up → search by name) and enter it below. The download button will unlock once all VANIDs are entered.

Open EveryAction in another tab → Quick Look Up → search by name → copy the VANID from the contact record.

Complete before downloading

Financial Batch and Deposit Date are required for reconciliation. Both values apply to every row. Check with Anaïs if you're unsure of the batch name.

Financial Batch Name

Deposit Date

What's included automatically: Source Code = Donor Advised Fund · Contribution Type = Grant · Anonymous donors assigned to Anonymous DAF Donor record · VANID included for all review rows and anonymous donors for precise matching.

Part 3 of 3

Upload to EveryAction

Take the CSV you just downloaded and import it into EveryAction using the Bulk Upload tool. Follow each step exactly — this is where the data actually enters the CRM.

Open EveryAction and go to Bulk Upload

Log in to EveryAction. In the top navigation, click Data, then select Bulk Upload from the dropdown. Click Upload a New File.

Select the upload type

On the Select Type screen, choose Load data with VANID if all rows have a VANID — this gives the most precise matching. Otherwise choose Load new and/or make changes to existing contacts. Click Next.

Which to choose? If your export had any "Review" rows, all rows now have a VANID so use "Load data with VANID." If all rows were 🟢 Ready with no review rows, use "Load new and/or make changes to existing contacts."

Upload your file

On the Upload a New File screen, set the following:

Mapping Template: Select Saved → NCS DAF Import if you've imported before. Otherwise leave on None.
File Source: Direct Upload
Select A File: Choose the CSV you downloaded in Part 2
First row contains column header information: Must be checked ✓
Import Name: Use a clear name like NCS DAF – March 2026

Click Upload when ready.

Map your columns

EveryAction shows your file's columns and asks you to match each to a database field. Blue = already matched. White = needs manual mapping. Use this reference for any that don't auto-match:

VANID→VANID

First Name→First Name

Last Name→Last Name

Email→Email

Contribution Amount→Amount

Contribution Date→Date

Contribution Type→Contribution Type

Source Code→Source Code

Fund→Designation / Fund

Acknowledgement Name→Acknowledgement Name

Acknowledgement Email→Acknowledgement Email

Acknowledgement Address→Acknowledgement Address

Stripe Transaction ID→Custom: Stripe Transaction ID

NCS Grant ID→Custom: NCS Grant ID

Financial Batch→Financial Batch

Deposit Date→Deposit Date

First time? After mapping, save as NCS DAF Import — future imports will skip this step.

Review and confirm the import

EveryAction will show a summary before running. Check:

Records to create/update — should match the number of gift rows in your file
Error rows — any rows with issues will be flagged; review before proceeding

If counts look correct, confirm to run. You'll receive a notification when complete.

Verify and apply tags

Spot-check 1–2 donor records in EveryAction. Confirm:

Gift amount and date are correct
Source Code = Donor Advised Fund
Contribution Type = Grant
Stripe Transaction ID and NCS Grant ID are both populated
Financial Batch and Deposit Date are filled in

Major donor check: If this donor gave over $1,000 this year or has made 4+ gifts, make sure the Major Donor [Year] tag is applied to their contact record.