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Import Donors

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How to import existing donors

To get started, you can import all your current donor data into the system.

Here's how:

  1. In the left sidebar, go to the “Lists” category.

  2. Click on the “Donors” tab.

  3. Click the three-dot icon in the upper right corner.

  4. Select “Import Donors.”

  5. Download the “Donor Template” Excel file.

  6. Fill in the template with your existing donors’ information.

    1. Follow the heading instructions.

    2. See the example of a donor entry provided in the first line.

    3. Donor can be updated later if needed.

  7. Save and close the file.

  8. Drag the file into the upload area or click to choose file.

  9. Click “Upload.”

Your donors have been successfully imported and will now appear in the Donors list. An email notification will be sent to the user who initiated the import once the process is complete.

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IMPORTANT:

  • Make sure to fill in the template exactly according to the column titles to ensure a smooth import.

  • Some columns include instructions on acceptable values or options to change labels—follow these carefully.

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