How to Import Donors

Step 1:

Download the Excel import template.

Step 2:

Complete the donor information using the Guidelines provided within the Excel import template.

Step 3:

Click on the 'Start Import' button to upload completed Excel import file.

Step 4:

Once you have completed the upload, review a preview of the import to ensure all your columns information inputted match with the correct headers.

Step 5:

Review the "Results" to view a summary and line-by-line detail of the import. You may edit and fix any issues noted or 'Save' to return and fix later. Once saved, donor profiles successfully imported will be created and their information stored on the platform.

1. Total Donors per Import File: Shows how many records were in the uploaded file.
2. Donors Imported Successfully: Number of donors that were imported without issues.
3. Donors with Partial Information: Number of donors with incomplete data (e.g. missing identification or phone number). You will need to review and edit these records.
4. Donors Not Imported: Number of donors where mandatory information was incorrect or missing.
5. A table lists each record with its data fields for review. If no log file is available, the table will show an empty state.