About 2 minutes. Tap any step to see details.
Go to connect.stripe.com with your St. Mary's Center NCS credentials, then click Balance in the left nav. You'll see incoming payments (DAF gifts) and outgoing payouts.
Use Export near the top-right, then choose Custom and select only dates that haven't been uploaded to EveryAction yet.
Leave Columns on the default (Default 9). Donor names, addresses, and grant IDs come through in the metadata automatically — you don't need to change this setting.
A .csv file downloads to your computer. Note where it saves — you'll drop it into Part 2 next.
Drop your Stripe CSV below. The tool strips payout rows, assigns each donor a matching strategy, and produces an EveryAction-ready file. You'll only be asked to look up VANIDs for donors Stripe didn't give us enough contact info to auto-match — everyone else is handled for you.
or click to browse
Each row is matched to an EveryAction contact using the best available key: VANID when we know it, otherwise name + email/address. Anonymous donors always route to the shared Anonymous DAF Donor record (VANID 106500421). Any row tagged 🟡 needs a manual VANID lookup below.
| Donor Name | Amount | Date | Status | Matching |
|---|
These donors have a name but no email or address in Stripe — EveryAction can't reliably auto-match them, so we need the VANID. Look each one up and paste the number here. Download unlocks once all VANIDs are filled.
In EveryAction, use Quick Look Up (top-right search) → search by name → open the contact → copy the VANID from the URL or profile.
Both fields apply to every row in this file and are used by EveryAction to group and reconcile the contributions. We pre-fill them from the payout rows in your CSV — edit only if you need to override.
Financial Batch is EveryAction's way of grouping contributions that all hit the bank together, so the dev team can reconcile them to a single deposit on the bank statement. Every contribution in EveryAction belongs to a batch (the system auto-creates a daily one if you don't pick one).
Naming convention (auto-applied for you):
Deposit date = the date the NCS payout actually landed in St. Mary's bank account (not the date Stripe received the grant).
How it's auto-filled: we read the payout rows in your Stripe CSV and use the latest Available On date (which is Stripe's arrival date). If your export doesn't include Available On, we fall back to the payout's Created date — the two are nearly always the same for standard US payouts.
When to override:
To double-check: open Stripe → Payouts and compare the Arrival Date to what's in the field above.
Two ways to enter these gifts. The bulk steps below cover most batches.
For anonymous gifts, always use bulk upload — it auto-routes to the shared anonymous record without overwriting its fields.
In EveryAction, go to Data → Bulk Upload → Upload a New File. On the Select Type screen, pick:
Click Next.
Using the saved template? Skip ahead. First time? Match each CSV column to its EveryAction field, then save the mapping as NCS DAF Import so you never have to map again.
Check that records to create/update matches your gift count and any flagged error rows look right. Confirm to run — you'll get a notification when it's done.
Open 1–2 contact records and confirm: amount, date, Source Code = Donor Advised Fund, Contribution Type = Grant, Stripe Transaction ID + NCS Grant ID populated, Financial Batch + Deposit Date filled.