This article is part of the Import Utility Guide
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Steps |
Instuctions & Definition(s) |
1. |
Review the Import Prerequisites | |
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 "Donations" |
Contact = Individual or Organization Contacts Donations = Add Donations to existing Contact records |
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4. |
Assign Default Settings | Default setting will be Funds, Gift Source, Donations Types, and what you will be using for Contact Identification to prevent duplicates that will to be applied to the entire file. If you use Default Settings you will not need to include or mapFunds, Gift Source, and Donations Types, in each row item. For Default Settings you must preconfigure Funds and Gift Source(s) with your CRM configurations. Use the Configuration Guide. If you have selected Duplicate Prevention Settings for Contact Identification, All the data fields (i.e. First Name, Last Name, Email and Address Information) required for your duplicate prevention settings should be mapped for all the contacts (i.e. Primary Donor, Soft Credit, Solicitor, Tribute) for it to be consider for migration. Example - if you have configured your duplicate prevention settings based on First Name, Last Name and Email then all three data fields must be mapped for all contacts to eliminate duplicate records. |
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5. |
Upload your Import File | Accepeted File Types = CSV OR XLSX |
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6. |
Click Save & Next |  |
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 & Next | Any 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 & Import | Upon 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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