Donor Tools

Importing Donors - Donor Tools User Guide

  • Sign In
  • Quick Start
    • Welcome Video
    • Signing In
    • Public Profile
    • Set Your Fiscal Year
    • Setting Up PayPal
    • System Requirements
  • Importing Data
    • Introduction To Importing
    • Uploading Your File
    • Importing Donors
    • Importing Donations
    • Importing A Mixed File
    • Data Quality
    • Supported Fields
    • Undoing An Import
    • Updating Existing Records
    • Data Tips
  • Data Management
    • Creating A Donor
    • Recording A Donation
    • Editing A Donation
    • Editing A Donor
    • Merging Two Donors
    • Funds
    • Sources
    • Important Dates
    • Soft Crediting A Donation
    • Relationships
    • Users
    • Custom Data Types
    • Find Duplicates
    • Pledges And Pledge Payments
    • Recording A Note
    • Tag Many Donors At Once
    • Tagging Donors
  • Reporting
    • Donations Report
    • Exporting Donations
    • Exporting Donors
    • Generate A Tax Receipt
    • Print A Report
    • Smart Tag: Donors In Year
    • Smart Tag: Filter By State
    • Smart Tag: New Donors
    • Smart Tags
    • Year End Reports
  • Acknowledgements
    • Thank You Emails
    • Thank You Letters
    • Mail Merge Fields
    • Letterhead
    • Year End Statement: Email
    • Year End Statement: Print
  • Fundraising
    • Creating Fund Pages
    • Customizing Fund Pages
    • Fundraising Event
    • Online Donation Widget
    • Paypal: Recurring Donations
  • Tips And Tricks
    • Anonymous Donors
    • Bulk Mailings
    • In Kind Donations
    • Print Labels & Envelopes
    • Volunteer Hours
  • Integrations
    • MailChimp
    • PayPal
    • Quickbooks Export
  • Donor Self Service
    • Signup As A Donor
  • API
    • Overview
    • Pagination
    • Funds
    • Sources
    • People
    • Donations
    • Emails
    • Organization
    • Soft Credits
    • Types

Importing Donors

After you've uploaded your file you'll need to tell Donor Tools which columns correspond to fields in the Donor Tools database. The system will show you a preview of the first few rows of your data.

1. For each column that you want to import, click "Edit".

2. Select the Donor Tools field from the drop-down list that corresponds to the content of that column. Donor Tools will try to guess the right field, so some of the columns may be pre-selected for you.

3. If you don't want to include a particular column, click "don't import".

4. When you are finished, click "Save and Process"

Processing

Processing happens in the background. It may take anywhere from one minute to several minutes, depending on the number of records you're importing. You'll be notified by email when processing is complete. You can also come back to check the status of the process by going to Settings, clicking "Import Data", and then clicking the name of the file under "Previously Imported Files".

Next: Import Donations

Example

This example shows what a spreadsheet table with donors might look like. In this example

Legacy Donor Id Full Name Street Address City State Email
1 Andrew Carnegie 123 4th St New York NY andrew@example.com
2 John Rockerfeller 456 7th St San Francisco CA john@example.com
3 Joseph Rowntree 789 10th St Chicago IL joseph@example.com

All text and images copyright © 2008-2022 Donor Tools. All rights reserved.

Donor Tools™ is a big idea by Higher Pixels, LLC.

Privacy Policy • Terms of Service • Contact Support