Import a Donor
The Donors Import feature allows you to add a large number of donors to the system at once, instead of entering them individually. This is ideal for importing existing donor lists or onboarding donors in bulk.
Accessing the Donors Import
In the left sidebar, navigate to List.
Under the List category, click Donors.
On the top-right corner of the Donors screen, click the three-dot (More Actions) icon.
Select Import.
Choose Import Donors.
Import Method Overview
Donors are imported using an Excel template. The system automatically recognizes each column and creates donor records based on the data you provide.
To ensure a successful import, it is critical to use the provided template exactly as instructed.
Excel Template Structure
In the Import Donors window, click Download Excel Template.
The file will automatically download to your computer’s Downloads folder.
Open the file in Excel.
Click Enable Editing to begin entering data.
NOTE!
Rows 1 and 2 cannot be deleted or edited, as they are required for the system to import the file correctly.
Rows 3 and 4 in the spreadsheet contain example entries, and are provided as a formatting guide.
Column descriptions
Work from left to right, using the example rows as a guide for formatting.
Donor Account Number
Enter a unique donor account number.
This number must not already exist in your donor list.
If an existing account number is used, all donor information for that account will be updated.
The account number acts as the donor’s primary identifier.
NOTE: Account numbers for imported donors cannot start with DNR. The DNR prefix is reserved for donors created directly in the DRM, where the system automatically assigns a default account number starting with DNR.
Donor Name (English)
Title (English): e.g., Mr., Mrs., Miss, Rabbi
First Name (English)
Last Name (English)
Donor Name (Hebrew / Yiddish)
Title (Hebrew/Yiddish): e.g., Harav
First Name (Hebrew/Yiddish)
Last Name (Hebrew/Yiddish)
Suffix (Hebrew/Yiddish): e.g., Shlita
Home Address
House Number
Street
Apartment
City
State
ZIP Code
Country
Use the example row to ensure proper formatting.
To customize the address label, update the text after the colon in the column header.
For example: HouseNum:Home TO HouseNum:Office
Important! The label must be updated across ALL corresponding address columns for the import to process correctly.
Phone Numbers
Home Phone
Home Phone Country Code - If left blank, the default is USA
Home Phone
Cell Phone
Cell Country Code - If left blank, the default is USA
Cell Phone
Additional phone columns (e.g., Cell 2, other) can be used as needed.
Country Code identifies the country associated with the phone number and ensures messages are sent with the correct international dialing code. For example, an Israeli phone number must use the ILS country code so the system knows to apply Israel’s dialing prefix when sending texts.
To customize the Phone Number label, update the text after the colon in the column header.
For example, CountryCode:Home TO Countrycode:Office
Important! The label must be updated in both the country code AND phone columns for the import to process correctly.
Email Addresses
Personal Email
Business Email
To customize the email label, update the text after the colon in the column header.
For example, Email:Business TO Email:Home
Family Tree Information
Family relationships appear on the donor card’s Family Tree section.
Plain Text Entry
To display a name only, use the Donors Father and Donors Father-in-law columns. These fields are display-only—if they are filled in, the father or father-in-law will not be linked to the donor and will appear as text only.
Linked Donor Accounts
To display a linked name, use the Donors Father Account Number and Donors Father-in-law Account Number columns. The referenced account numbers can belong to donors listed anywhere in the import file (for example, in another row) and do not need to be pre-existing donors in the DRM.
Enter the related donor’s account number.
This creates a clickable hyperlink to that donor’s card.
Custom Fields
The template includes predefined custom field columns.
To rename a custom field:
Edit the column header after the colon.
This will create a new custom field in the DRM
Tags
You may assign multiple tags to a donor.
Separate tags with a comma.
This will create a new tag in the DRM
Location IDs
Enter the Location ID (not the location name).
Please contact Customer Support to obtain the required Location IDs.
Multiple locations may be assigned by separating IDs with commas.
Business Address
If applicable, fill in:
Business Name
House Number
Street
Apartment
City
State
Zip Code
Country
The business address will be used for tax purposes if the donor requires a receipt issued to their business.
Adding Additional Addresses
To add more addresses:
Copy columns AI through AP
Paste them starting in column AQ and onward
Each copied set represents an additional address.
Uploading the File
Save and close the completed Excel file.
Upload it through the Import Donors window.
Once the upload begins:
The system processes the file automatically.
The user who initiated the import will receive an email notification with the import status.
If any errors occur, the email will include details.
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