Suggested timeline

To ensure surveys are not sent to backers that have not completed payment for a pledge, it is recommended to wait for at least 14-days after a crowdfunding campaign has ended before importing backer data. Only after payment has been initiated to a Creator will backer reports accurately reflect which backers have or have not paid.

Currency

Select the currency format used when crowdfunding. Please contact squad@crowdcontrol.co if your project's currency is not listed.

Conversion

If a crowdfunding campaign's currency is not the same as the store's default currency then a currency conversion is required to ensure more accurate pledge values. A suggested conversion rate is provided based on market rates for that time. This rate can be manually updated to provide a more desired conversion if wanted (e.g. when rounding up or down may be more advantageous).

A warning will be shown if a manually updated conversion rate is dramatically higher/lower than is normally accepted.

Review

Use the table to review the pledge data prior to completing the upload. If making a currency conversion, pledge totals in the original currency are shown for convenient comparison. 

If an error has been made then the import can be reset prior to upload.

Renaming (optional)

The default names used for pledge levels are the same as those used during funding. If wanted, these names can be changed after upload. These names are for admin use only and are not seen by backers.