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  1. Fundly Support Center
  2. CRM Version 2.0
  3. Import Utility

Import Utility

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Fundly CRM allows you to import contacts and gifts with our import utility

  • Import Utility: Importing Auction Purchases Part III - Import Details
  • Import Utility: Importing Auction Purchases Part IV - Upload the File
  • Import Utility: Importing Auction Purchases Part V - Map Fields
  • Import Utility: Importing Auction Purchases Part VI - Duplicate Prevention
  • Import Utility: Importing Auction Purchases Contacts Part VII - Preview
  • Import Utility: Importing Auction Purchases Part VIII - Review
  • Contact - Import Instructions
  • Donation - Import Instructions
  • Understanding the Import Index Screen/Batch List
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