Features in this article may not be included in every Funraise plan.
This feature is in beta. If you're interested in adding this to your account now, contact your Success Manager.
With Imports you import and edit records in bulk using a spreadsheet or by manually entering data. Accepted file types for upload include: .csv, .tsv, .xls, .xlsx, .xml.
An import wizard will walk you through each step with inline instructions and helpful error validation messages.
At this time, only Supporter records can be imported.
To access Imports
1. Click your profile icon > click Settings
2. Navigate to Imports > click New Import
3. Select the entity and action > click Upload
Now you're ready to upload or manually enter your data. From here you can follow the import wizard prompts. To import a file > click Upload data from file
If you're uploading a file, you will next configure column mappings. This is where you will assign a column in your sheet with a field in Funraise. We'll do our best to guess for you!
After mappings are complete, click Review at the bottom of the import wizard.
Next, you can review the upload and correct any errors. We'll highlight cells with errors - you can hover over a cell to see instructions to resolve the error. You can edit cells directly in the table.
When you're ready, click Continue to upload the list.
After the list has been uploaded, the import will begin processing. An import will show the status of
pending until the import has successfully processed.
When the import is complete, you will receive an email with a link to download a .csv with the details of your upload 👍