Prep Files for Import

Import Any Excel Formatted Spreadsheet

 File Types:  .csv  .xlsx  .xls

Export Mac .numbers files to Excel Format
Download Google  worksheets as Excel

Import Spreadsheets Reads

- Sheet 1 / Tab 1 of the Spreadsheet File
- Row 1 for Column Headers to Match

Make sure Data is on Tab/Worksheet 1 (Drag to Far Left if more than 1 Tab/Worksheet)

If you have more than 1 Tab/Worksheet to Import, Duplicate & Import the File for Each Tab/Worksheet and move to Tab 1 on far left (Best practice to append File Names with Tab Names)

Delete Title columns above Field Names

Open File in Excel, Save and Close File before Import

Make sure that Excel or Spreadsheet Application Does Not trim out the leading 0's.
(Especially if your file has Zip Codes that Start with a 0 they will get goofed up.)

iDONATEpro does have an Import Template but you Do Not Need to Use it.

Download Import Template

• Import Template lists Import Sections & Columns
• Copy / Paste your Data Into the Import Template - Worksheet 1

Match Column Headers to iDONATEpro Fields & Sections

Files Exported from other Databases / Apps

• Open File Locally, Save and Close File before Importing Spreadsheet.  
• Some databases (older systems) have "meta data" and formatting issues that are cleared up when opened and saved in Excel.

$ Donation Data

• It is usually easier to Split Up Donation Cycles into their Own Imports 
  (YEAR Primary, YEAR General, etc.)
• Each Donation Line Item must have a Date & an Amount
• Each Donation Line Item can be attributed to its own Donation Account
• You can Import Two Donation Line Items per Contact - Donation 1 & Donation 2

Donation 1

• Donation 1 - Date
• Donation 1 - Payment Type
• Donation 1 - Payment Desc
• Donation 1 - Bundler ID
• Donation 1 - Transaction ID
• Donation 1 - Thank You Date
• Donation 1 - Account (donation amount)

Donation 2

• Donation 2 - Date
• Donation 2 - Payment Type
• Donation 2 - Payment Desc
• Donation 2 - Bundler ID
• Donation 2 - Transaction ID
• Donation 2 - Thank You Date
• Donation 2 - Account (donation amount)

Import Column Headers / Sections 

	Contacts	Creates New Contact Record
	Contact Type	Types: Person, Company, Firm, Organization, PAC, Super PAC, Candidate Comm. & Lobbyist
	Prefix
	First Name
	Middle Name
	Last Name
	Suffix
	Salutation
	Formal Salutation
	Mail Name
	Household Name
	Company
	Title
	Employer
	Occupation
	Industry
	Birthday
	Capacity	Numeric field only
	Biography	Text Field
	Donation History	Text Field only
	Gender	Example: Female, F, Male or M
	Assistant	Text field only (does not create an Assistant Contact Record in database)
	Spouse	Text field only (does not create a Spouse Contact Record in database)
	Tracking ID	This is a numeric text field that can be used to track external ID Numbers
	Address 1
	Addr 1 - Description	Home, Work, Mailing, etc.
	Addr 1 - Line 1
	Addr 1 - Line 2
	Addr 1 - Line 3
	Addr 1 - City
	Addr 1 - State/Province
	Addr 1 - Zip/Postal Code
	Addr 1 - Zip plus 4
	Addr 1 - County
	Addr 1 - Country
	Address 2
	Addr 2 - Description	Home, Work, Mailing, etc.
	Addr 2 - Line 1
	Addr 2 - Line 2
	Addr 2 - Line 3
	Addr 2 - City
	Addr 2 - State/Province
	Addr 2 - Zip/Postal Code
	Addr 2 - Zip plus 4
	Addr 2 - County
	Addr 2 - Country
	Phones
	Phone - Work
	Phone - Work Fax
	Phone - Home
	Phone - Home Fax
	Phone - Personal
	Phone - Mobile
	Phone - Direct
	Phone - Toll Free
	Phone - Private
	Phone - Unknown
	Emails
	Email - Personal
	Email - Work
	Email - Family
	Email - Spouse
	Email - Private
	Email - Assistant
	Call Date
	Call Subject
	Call Ask
	Call Notes
	Call Status
	Misc
	Website
	Notes	Creates Contact Note
	Donation 1
	Donation 1 - Date
	Donation 1 - Payment Type
	Donation 1 - Payment Desc
	Donation 1 - Bundler ID
	Donation 1 - Transaction ID
	Donation 1 - Thank you Date
	Donation 1 $ Amount - (Your Donation Account)	Insert your Donation Account Name in place of: (Your Donation Account)
	Donation 2
	Donation 2 - Date
	Donation 2 - Payment Type
	Donation 2 - Payment Desc
	Donation 2 - Bundler ID
	Donation 2 - Transaction ID
	Donation 2 - Thank you Date
	Donation 2 $ Amount - (Your Donation Account)	Insert your Donation Account Name in place of: (Your Donation Account)
	Associate 1	Creates Linked Contact as Associate
	Assoc 1 - Primary Relation Desc	Assistant, Spouse, PAC Contact
	Assoc 1 - Associate Relation Desc	Ex: Assistant to, Spouse of, PAC Contact for
	Assoc 1 - Contact Type	Types: Person, Company, Firm, Organization, PAC, Super PAC, Candidate Comm. & Lobbyist
	Assoc 1 - Tracking ID
	Assoc 1 - Prefix
	Assoc 1 - First Name
	Assoc 1 - Middle Name
	Assoc 1 - Last Name
	Assoc 1 - Suffix
	Assoc 1 - Salutation
	Assoc 1 - Formal Salutation
	Assoc 1 - Mail Name
	Assoc 1 - Household Name
	Assoc 1 - Company
	Assoc 1 - Employer
	Assoc 1 - Occupation
	Assoc 1 - Title
	Assoc 1 - Industry
	Assoc 1 - Birthday
	Assoc 1 - Spouse
	Assoc 1 - Phone - Work
	Assoc 1 - Phone - Home
	Assoc 1 - Phone - Personal
	Assoc 1 - Phone - Mobile
	Assoc 1 - Phone - Direct
	Assoc 1 - Phone - Work Fax
	Assoc 1 - Phone - Home Fax
	Assoc 1 - Phone - Private
	Assoc 1 - Phone - Unknown
	Assoc 1 - Phone - Toll Free
	Assoc 1 - Email - Work
	Assoc 1 - Email - Personal
	Assoc 1 - Address Description	Home, Work, Mailing, etc.
	Assoc 1 - Address 1
	Assoc 1 - Address 2
	Assoc 1 - Address 3
	Assoc 1 - City
	Assoc 1 - State/Province
	Assoc 1 - Zip/Postal Code
	Assoc 1 –Zip Plus 4
	Assoc 1 - County
	Assoc 1 - Country
	Assoc 1 - Website
	Assoc 1 - Notes
	Associate 2	Creates Linked Contact as Associate
	Assoc 2 - Primary Relation Desc	Examples: Assistant, Spouse, PAC Contact
	Assoc 2 - Associate Relation Desc	Examples: Assistant to, Spouse of, PAC Contact for
	Assoc 2 - Contact Type	Types: Person, Company, Firm, Organization, PAC, Super PAC, Candidate Comm. & Lobbyist
	Assoc 2 - Tracking ID	This is a numeric text field that can be used to track external ID Numbers
	Assoc 2 - Prefix
	Assoc 2 - First Name
	Assoc 2 - Middle Name
	Assoc 2 - Last Name
	Assoc 2 - Suffix
	Assoc 2 - Salutation
	Assoc 2 - Formal Salutation
	Assoc 2 - Mail Name
	Assoc 2 - Household Name
	Assoc 2 - Company
	Assoc 2 - Employer
	Assoc 2 - Occupation
	Assoc 2 - Title
	Assoc 2 - Industry
	Assoc 2 - Birthday
	Assoc 2 - Spouse
	Assoc 2 - Phone - Work
	Assoc 2 - Phone - Home
	Assoc 2 - Phone - Personal
	Assoc 2 - Phone - Mobile
	Assoc 2 - Phone - Direct
	Assoc 2 - Phone - Work Fax
	Assoc 2 - Phone - Home Fax
	Assoc 2 - Phone - Private
	Assoc 2 - Phone - Unknown
	Assoc 2 - Phone - Toll Free
	Assoc 2 - Email - Work
	Assoc 2 - Email - Personal
	Assoc 2 - Address Description	Home, Work, Mailing, etc.
	Assoc 2 - Address 1
	Assoc 2 - Address 2
	Assoc 2 - Address 3
	Assoc 2 - City
	Assoc 2 - State/Province
	Assoc 2 - Zip/Postal Code
	Assoc 2 –Zip Plus 4
	Assoc 2 - County
	Assoc 2 - Country
	Assoc 2 - Website
	Assoc 2 - Notes

Export Mac Numbers to Excel

In Mac Numbers:
• Menu > File > Export To > Excel

Download Google Worksheets as Excel
In Google Worksheets:
• File > Download > Microsoft Excel > Excel File

Names and Addresses need their own columns 

Use Text to Columns for most

Each column needs to have it's data clean and separated into columns:

• Prefix
• First
• Middle
• Last
• Suffix
• Company
• Address 1
• Address 2
• City
• State
• Zip
• Plus4
• Country, etc.

 *Please Contact Us at [e-mail]

if you would like our help cleaning up your data (fees may apply)*


Events - Do you have Event Attendee and Donations?

Import directly into Events creating Contacts, Attendees and Donations

Make sure that the Event is created in iDONATEpro first and linked to the same Client

 

Choose the Event from the header when lining up Columns.