👩💻 At a Glance
You can import fundraiser and donor data from Facebook and Instagram by using Social Sync's API functionality or a CSV of the Meta fundraiser transaction report. This process ensures that any organic fundraisers created outside of Social Sync, as well as donations made to these fundraisers, are visible within the Social Sync platform.
To check if your data ingestion is up to date for Facebook and Instagram, click the calendar button in the Facebook card.
For Facebook fundraisers created using Social Sync's 1-click forms, Meta provides basic live donation data via a webhook. However, a full import is required to match donor data to these donations. "Unknown" supporter records will be created as placeholders and the transactions will display in the calendar as "partial transactions" until the full details are ingested via the API or a CSV upload.
Did you know you can enable nightly imports for Facebook? Enabling nightly imports means you don't have to manually import organic Facebook fundraiser and donor data, instead it will be automatically uploaded to Social Sync each night.
Import using the Facebook Fundraising API
To manually import Facebook and Instagram fundraiser and donor data to Social Sync using the Facebook Fundraising API:
Click Import – In the Platform Imports section in the Import Hub click on the Import button next to Facebook.
Click API Import – In the slide over that pops out, click API Import.
Select Facebook account – Select the correct Facebook account from the dropdown. If multiple accounts are connected, it will default to the most recently added account.
Select date range – You can manually select the date range or click a predetermined date range offered by Social Sync.
Click Continue – Once the Facebook account and date range have been selected, click Continue to retrieve fundraiser and donation records.
Upload successful – A success message should display and you'll be prompted to exit. If an error message displays, you'll be prompted to retry.
Import History table – Your import will display in the Import History Table. The status column will state whether the import is processing, complete or an error occurred. To view a breakdown of the import, click on the three vertical dots next to import and then click Inspect.
Import using a Meta fundraiser transaction report CSV file
Before you begin, you will need to download the Facebook transaction report directly from Facebook. For guidance on how to download the report, take a look at Downloading your Facebook transaction report.
To manually import Meta transaction data to Social Sync using a Facebook fundraiser transaction report:
Import – In the Platform Imports section in the Import Hub click on the Import button next to Facebook.
Select CSV Import – In the slide over that pops out, select CSV Import.
Upload CSV file – Click to upload or drag and drop the CSV file, the maximum size is 10MB. It's important that you do not open the CSV file between downloading it from Facebook and uploading it to Social Sync or the formatting could be incorrect.
Upload status:
Successful – If the CSV import is successful, a success message will display and you'll be prompted to exit.
Unsuccessful – If the CSV import is unsuccessful, an error message will display and you'll be prompted to retry uploading the CSV file.
Import History table – If uploaded successfully, your import will appear in the Import History table. The status column will state whether the import is processing, complete or an error occurred. To view a breakdown of the import, click on the three vertical dots next to import and then click Inspect.
Facebook calendar
Click the calendar button in the Facebook card, select a date and a breakdown containing transactions, fundraisers and revenue will display.
Imported data is broken down by:
Full transactions – The number of donations where the donor details have been ingested and are available on Social Sync.
Partial transactions – The number of donations where the donor details are not yet available on Social Sync. "Unknown" supporter records will be created as placeholders until the details are ingested via the API or a CSV upload.
Fundraisers – The number of fundraisers created.
Revenue – The donation total.
Each date in the calendar is colour coded:
Green – Full transactions recorded.
Amber – At least one partial transaction recorded.
Grey – No data available.
Nightly imports for Facebook and Instagram
If nightly imports are enabled for a platform, a green "Automated Imports Enabled" badge will be visible on the platform card in the Platform Imports section in the Import Hub.
If nightly imports are not enabled for a platform a yellow "Enable Automated Imports" badge will be visible instead.
To manually enable nightly imports:
Click Enable Automated Imports – In Platform Imports section in the Import Hub, click on the Enable Automated Imports badge on the platform card.
Turn on the Automated nightly imports switch – In the slide over that appears, click the grey switch next to Automated nightly imports to make it green. A green switch indicates that automated nightly imports have been enabled.
Close the slide over – Once the Automated nightly imports switch becomes green, the automated imports status will update to a green Automated Imports Enabled badge in the platform card.