Import Format Guide

Summary: Import your ItsDeductible donation history into Charity Record. We accept all ItsDeductible CSV exports: items, cash, mileage, and stock.

(We also support the overall format, though it has less detail than the others.)

How to import from ItsDeductible

If you exported your data from ItsDeductible before it shut down, you can import those CSV files into Charity Record:

  1. Click Import CSV from your dashboard or from your account menu
  2. Upload one or more CSV files from ItsDeductible
  3. Preview the data we found
  4. Confirm to import (we detect duplicates automatically)

Your donation year is automatically filled in from the donation dates in the CSV.

What ItsDeductible exports look like

ItsDeductible exports one CSV file per donation type. Here's what's in each format:

Items CSV

This export contains donated items (clothing, furniture, household goods, etc.):

Header row:

Charity,Charity Address,Donation Date,Item Description,Quality,Quantity,Fair Market Value per Unit in $,Donation Value in $

Example data row:

"Goodwill","123 Main St San Jose CA 95126","October 7, 2025","Men's dress shirt","High","2","8.00","16.00"

Cash CSV

This export contains monetary donations (checks, credit cards, bank transfers):

Header row:

Charity,Charity Address,Donation Date,Payment Type,Additional Payment Details,Additional Description,Receipt,Donation Value in $

Example data row:

"Red Cross","456 Oak Ave Seattle WA 98101","September 15, 2025","Credit Card","Visa ending in 1234","Monthly donation","Yes","100.00"

Mileage CSV

This export contains miles driven for charitable purposes:

Header row:

Charity,Charity Address,Donation Date,Miles Driven,IRS Rate per Mile in $,Value of Miles Driven in $,Other transportation costs in $,Description of other transportation costs,Donation Value in $

Example data row:

"Food Bank","789 Pine St Portland OR 97201","August 10, 2025","25","0.14","3.50","5.00","Parking fee","8.50"

Stock CSV

This export contains donated stock or securities:

Header row:

Charity,Charity Address,Donation Date,Stock Symbol,Full Name of Stock,Original Cost Adjusted Basis in $,Original Purchase Date,Fair Market Value on Date Donated in $,Donation Value in $

Example data row:

"University Foundation","987 College Blvd Boston MA 02101","July 1, 2025","AAPL","Apple Inc","1000.00","January 15, 2020","1500.00","1500.00"

Overall CSV

This export is a summary that combines all donation types into one file. It has less detail than the individual exports above – just charity, date, type, and total value. If you have the individual CSV files (items, cash, mileage, stock), upload everything at once (we will use those instead for more complete data.)

Header row:

Charity,Charity Address,Donation Date,Donation Type,Donation Value in $

Example data rows:

"Goodwill","123 Main St San Jose CA 95126","October 7, 2025","Items","16.00"
"Red Cross","456 Oak Ave Seattle WA 98101","September 15, 2025","Cash","100.00"
"Food Bank","789 Pine St Portland OR 97201","August 10, 2025","Mileage","8.50"

Tips for successful imports

Upload multiple files at once – You can select multiple CSV files from different donation types and import them all together.

Preview before confirming – Review the preview screen before clicking Import Now. We'll show you what we found and flag any issues.

Duplicate detection – If you've already imported certain donations, we'll attempt to detect duplicates and prevent double-counting.

If something goes wrong

The import preview will flag any rows that can't be processed. Common issues:

Missing data – Every row needs a charity name, donation date, and donation value. Check for blank cells in your CSV.

Unrecognizable dates – If a date can't be parsed, we'll flag it. Most common formats work (MM/DD/YYYY, Month DD YYYY, etc.).

Donations before 2010 – We only support donations from 2010 onward.

If you have errors, you can either fix your CSV and re-upload, or import just the valid rows and manually add the missing donations later.

Advanced: Importing Charity Record exports

If you're importing from ItsDeductible, ignore this section.

If you export CSV from Charity Record and want to re-import it (for testing, moving data between accounts, working on your data in a spreadsheet program, etc.), our stock exports use an enhanced 13-column format instead of the legacy 9-column ItsDeductible format. This is so we can preserve the data for how you acquired stock, your number of shares, and note whether the stock was publicly traded or private.

The enhanced format adds these columns after the 9 standard ItsDeductible columns:

Column Description Example
Number of Shares Quantity donated "100"
Publicly Traded Yes or No "Yes"
How Acquired Purchase/Gift/Inheritance/Exercise/Other "Purchased"
FMV Method How you determined value "Closing price"

These fields preserve data for private stock donations, gifted/inherited shares, and stock acquired through exercise (ISOs, NSOs, RSUs).

If you're importing from ItsDeductible, ignore this section.

Need help?

If you run into issues importing your CSV files, click the Help button or contact us with a description of the error and we'll help you troubleshoot.

Charity Record is a donation tracking tool, not a tax advisor. This article summarizes common CSV formats to help you import data. You are responsible for ensuring your tax filings comply with IRS requirements. Consult a tax professional for advice specific to your situation.

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