Import Spreadsheet Data

Import Spreadsheet Data on your own Free of Charge.  

Unlimited Data -  Contacts, Campaigns, Events, Groups, etc. all included in your Subscription Plan.

  Import File Types:  .csv  .xlsx  .xls

Import Any Excel Formatted Spreadsheet

iDONATEpro "Reads" Sheet 1 & Row 1 of each Spreadsheet

If you have multiple Tabs or Worksheets in a file, Duplicate the File and move each Tab/Worksheet to Sheet 1

Make sure to have Column Headers in Row 1 (Delete Rows above Column Headers)

iDONATEpro will try to match Column Headers but you need to Verify and Select

Match Column Headers to iDONATEpro fields

.xlsx Files Exported from other App/Database: Make sure to Open, Save & Close in Excel to remove code left from other databases.

Data > Import Spreadsheets 

Prep Files for Import

Apple Numbers:  Export to CSV for Import

Import Template is Not Required

Download Import Template

• Import Template lists all the Fields/ Sections you can Import Into
• Copy and Paste Headers into your Import
• Copy / Paste your Data Into the Import Template

Import Spreadsheets

Is the Spreadsheet Data Campaign-Specific? 

Are $ Donations Included?

Yes - Select the Campaign the Data is linked to

No - Choose "Import Contact Data Only"

 

$ 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 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 Selection

Drop-down Menu to Select Fields in Column headers from Spreadsheet.
Import Contacts with Donations, etc. into Events, Batches and/or make Committee Specific.

Import Service

Data Experts Review, Clean, Import & De-Dupe your Spreadsheet Data

Send us your Data and we take care of it!

Import Service