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How-to

Import gifts and people from a spreadsheet

After this you can bring records in from a CSV file.

2:30Changes demo data

The steps

  1. Open Giving, then the Import tab.
  2. Choose your file or paste its text, and pick an open batch.
  3. Choose Preview. Each row shows what would happen, and nothing is saved yet.
  4. Choose Import and confirm.
Be carefulDon't press Download rejected rows after an import. It runs the import again and can double your gifts. Assigning a gift from the Unmatched queue doesn't work yet either.
Good to knowThe first line of your file must be: kind,first_name,last_name,email,phone,household_name,status,amount,fund,date,method,check_number,notes

Your screen may look different: names and numbers change, and Home changes through the week.