This article is part of the Import Utility Guide
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1. Review the Import Prerequisites |
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2. From the Import Batch List, Select "Create Import Batch" button in the lower right-hand corner |
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3. Select Import Type "Contacts" Contact = Individual or Organization Contacts Donations = Add Donations to existing Contact records |
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4. Assign Default SettingsDefault setting will be Contact Types, Tags, and Sources that you would like to be applied to the entire file. If you use Default Settings you will not need to include or map Contact Types, Tags, and Sources in each row item. For Default Settings you must preconfigure Contact Types, Tags, and Sources with your CRM configurations. Use the Configuration Guide |
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5. Upload your Import FileAccepeted File Types = CSV OR XLSX |
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6. Click Save & Next |
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7. Map the Column Headers in your data files to their corresponding Fundly Field Category and Fundly Field Name |
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8. Click Save & NextAny unmapped columns will not be imported |
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9. Save Mapping If you will be frequently uploading data with the same mapping profile, save the existing mapping so you will not have to map the column headers each time. |
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10. Review your mapped data to ensure everything will import as expected |
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11. Click Confirm & ImportUpon selection of Confirm & Import, you import batch will be queued up to be imported. |
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12. Receive Email Confirmation You will receive an email confirmation with the status of your import batch. |
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13. If Import is SUCCESSFUL, Review Records to ensure your data is showing as expected |
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14. If Import is NOT SUCCESSFUL Review and Edit Invalid/Missing Records OR Upload a New File |
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