> For the complete documentation index, see [llms.txt](https://help.donary.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.donary.com/cloud-drm/getting-started/pre-start-checklist/import-donors.md).

# Import Donors

## 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.

{% embed url="<https://drive.google.com/file/d/187XUKth6jGvAUiaTt2A7vnkChkP-W9cu/view?usp=sharing>" %}

{% hint style="warning" %}
**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.
  {% endhint %}


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.donary.com/cloud-drm/getting-started/pre-start-checklist/import-donors.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
