The Scenario
You are a development associate at a regional charity. Last Saturday's gala raised $8,200 in checks and cash from 35 donors. Every donor is recorded in an Excel workbook on the Gala Donors tab: name, email, amount, and payment type.
Monday morning. The development director wants all 35 transactions logged in Givebutter under the gala campaign before the 11 AM team call.
It is 9:20 AM.
The slow version:
- Open Givebutter, navigate to the gala campaign
- Click Record Offline Donation, fill in donor name, email, amount, payment type, save
- Go back, click again, repeat
- Mistype an amount on donation 11, realize it on donation 19, go back and correct
- Walk into the 11 AM call on record 26. The campaign total on the Givebutter dashboard is visibly wrong.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads each row and logs the offline transaction in Givebutter without you touching the platform once.
Open the SheetXAI sidebar and type:
For each row in the Gala Donors tab, create an offline Givebutter transaction under the 'Spring Gala 2026' campaign using donor name in column A, email in column B, amount in column C, and payment type in column D. Write the returned transaction ID into column E. Skip any row where column C is blank.
SheetXAI reads all 35 rows, creates each transaction, and writes the IDs back to column E. By the 11 AM call, the Givebutter campaign total reflects the full $8,200.
What You Get
A completed reconciliation with:
- 35 offline transactions logged — under the correct Givebutter campaign
- Transaction IDs in column E — your audit trail if anything needs to be voided or corrected later
- Blank-amount rows skipped — no incomplete records created
- Payment type captured — check vs. cash recorded per transaction
The director's 11 AM dashboard view shows the right total. No phone-it-in estimate, no correction email after the call.
What If the Data Is Not Quite Ready
Gala sign-in sheets have their own brand of messiness.
When payment types are inconsistently entered
Some rows say "check," some "Chk," some "Check," some "CK." Givebutter expects a consistent value.
Normalize the payment type column (column D) in the Gala Donors tab: all check variations become 'check', all cash variations become 'cash'. Then create an offline Givebutter transaction for each row under the 'Spring Gala 2026' campaign and write the transaction ID into column E.
When some donors gave twice during the event
A handful of guests gave at the dinner and again at the paddle raise. Both rows are legitimate and should be two separate transactions.
Create an offline Givebutter transaction for every row in the Gala Donors tab, including rows where the same donor name appears more than once. Write the transaction ID into column E and a note 'split gift — both logged' in column F for any name that appears more than once.
When each row references a different campaign
The gala had three Givebutter sub-campaigns: Dinner, Paddle Raise, and Silent Auction. Column A holds the campaign ID for each row.
For each row in the Gala Donors tab, create an offline Givebutter transaction using the campaign ID in column A, donor name in column B, email in column C, and amount in column D. Write the returned transaction ID into column E.
When new donors need a Givebutter contact created before the transaction can be linked
Several gala attendees were first-time donors not yet in Givebutter at all.
For each row in the Gala Donors tab, check if a Givebutter contact exists with the email in column B. If not, create the contact using the name in column A and email in column B. Then log an offline transaction under the 'Spring Gala 2026' campaign using the amount in column C. Write the contact ID into column E and transaction ID into column F.
The pattern: one prompt covers contact lookup, contact creation if needed, and transaction logging in sequence.
Try It
Get the 7-day free trial of SheetXAI and open your gala workbook, then ask it to log the transactions in Givebutter. The Givebutter integration is included in every plan. For related workflows, see how to export donation transactions into an Excel workbook or the Givebutter in Excel overview.