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Overview

When your organization switches to WeGive from another giving platform, recurring donors are typically migrated using a process called a token-transfer migration. This migration moves the active pieces that keep recurring giving running — the plans themselves and the payment methods attached to them — so that donations continue on schedule without donors needing to re-enter their information. However, historical transaction records (past gifts, previous charges on a recurring plan, one-time donations) from your old platform are not part of this migration. If you need that history visible in WeGive, it requires a separate data import step.

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What the migration brings over

  • Recurring plans — amount, schedule, fund designation, and next billing date
  • Payment methods — the card or bank account attached to each plan, securely transferred so charges continue without interruption
  • Donor and user accounts — matched or created so the payment method and plan are properly linked
After the migration, recurring gifts will process on their next scheduled date through WeGive. From that point forward, every charge creates a new transaction record in WeGive automatically.

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What you will not see after the migration alone

  • Past transactions from your previous platform — the individual giving records that existed before the migration do not transfer automatically. A donor’s giving history in WeGive will start from the first charge processed through WeGive, not from when they originally started giving on your old platform.

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How to bring historical giving records into WeGive

If your organization wants a complete giving history in WeGive, you can import past transactions using the Import Wizard:
  1. Export your historical transaction data from your previous platform as a CSV file. At minimum you will need a donor identifier (such as email address), the gift amount, and the date of each transaction.
  2. In WeGive, go to Settings → Import and choose the Donation import type with the Insert action.
  3. Upload your CSV and use the mapping step to match your columns to WeGive’s fields.
  4. Review the preview and confirm the import.
Once complete, those historical transactions will appear in donor records and reports in WeGive alongside any new gifts processed after the migration.
If you plan to import historical transactions, consider doing it before or shortly after the migration so your reports reflect the full picture from the start. Disabling triggered messages before a large historical import prevents donors from receiving unexpected notifications — see Disable Triggered Messages Before a Data Import.
Last modified on October 19, 2026