Charidy Microsoft Excel

Create donors from rows

When a new row is added in Microsoft Excel, create or update the donor in Charidy.

Try:

See all Charidy + Microsoft Excel integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Charidy Explore Charidy →

Triggers
New donation or investment

Fires when a new donation, pledge or investment is recorded in Charidy.

New recurring donor

Fires when a donor sets up a recurring gift in Charidy.

Campaign goal reached

Fires when a fundraising campaign or round in Charidy hits its goal.

Actions
Create or update donor or investor

Creates or updates a donor or investor record in Charidy.

Send a receipt

Sends a donation receipt via Charidy.

Create a campaign

Starts a new fundraising campaign in Charidy.

Microsoft Excel Explore Microsoft Excel →

Triggers
New row

Fires when a row is added to a sheet in Microsoft Excel.

Row updated

Fires when a row or column changes in Microsoft Excel.

New sheet

Fires when a new spreadsheet or worksheet is created in Microsoft Excel.

Actions
Create row

Adds a new row to a sheet in Microsoft Excel.

Update row

Updates the values in an existing row in Microsoft Excel.

Look up a row

Finds a row by a column value in Microsoft Excel.

Log every donation in a sheet When a new donation or investment is recorded in Charidy, add a row to Microsoft Excel. See details
Track campaign milestones When a campaign reaches its goal in Charidy, update the campaign row in Microsoft Excel. See details

See all Charidy + Microsoft Excel integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Create donors from rows” between Charidy and Microsoft Excel?

Yes — describe it in the box above and Knit's Integrations Agent researches Charidy and Microsoft Excel's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can donations be logged in a spreadsheet?

Yes. Each new donation or investment in Charidy can be added as a row in Microsoft Excel with the donor, amount, campaign and date.

Can I add donors from a sheet?

When a row is added in Microsoft Excel, Charidy can create or update the donor or investor, which suits event and offline gifts.

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