Import Utility
Fundly CRM allows you to import contacts and gifts with our import utility
- FAQ: Saved Field Mapping Library
- Import Templates
- Import Utility/Importing Tips
- Limitations of the Import Utility
- Import Utility: Importing Individual Contacts Part I - Overview
- Import Utility: Importing Individual Contacts Part II - Prepare Your Data
- Import Utility: Importing Individual Contacts Part III - Import Details
- Import Utility: Importing Individual Contacts Part IV - Upload the File
- Import Utility: Importing Individual Contacts Part V - Map Fields
- Import Utility: Importing Individual Contacts Part VI - Duplicate Prevention
- Import Utility: Importing Individual Contacts Part VII - Preview
- Import Utility: Importing Individual Contacts Part VIII - Review
- Import Utility: Importing Organizational Contacts Part I - Overview
- Import Utility: Importing Organizational Contacts Part II - Prepare Your Data
- Import Utility: Importing Organizational Contacts Part III - Import Details
- Import Utility: Importing Organizational Contacts Part IV - Upload the File
- Import Utility: Importing Organizational Contacts Part V - Map Fields
- Import Utility: Importing Organizational Contacts Part VI - Duplicate Prevention
- Import Utility: Importing Organizational Contacts Part VII - Preview
- Import Utility: Importing Organizational Contacts Part VIII - Review
- Import Utility: Importing Donations Part I - Overview
- Import Utility: Importing Donations Part II - Prepare Your Data
- Import Utility: Importing Donations Part III - Import Details
- Import Utility: Importing Donations Part IV - Upload the File
- Import Utility: Importing Donations Part V - Map Fields
- Import Utility: Importing Donations Part VI - Duplicate Prevention
- Import Utility: Importing Donations Contacts Part VII - Preview
- Import Utility: Importing Donations Part VIII - Review
- Import Utility: Importing Auction Purchases Part I - Overview
- Import Utility: Importing Auction Purchases Part II - Prepare Your Data