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Importing A Mixed File - Donor Tools User Guide

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Importing a Mixed File

Donors and Donations Together

If your file contains both donors and donations together in one file, then you have what we call a mixed file. In this case you may have a donor specified multiple times - once for each donation (see example below).

Mixed data files follow the same rules as importing donors and donations, except that the donor and the donation are both on the same row.

When you're importing a mixed file you can specify a donor on multiple lines for multiple donations. As long as their attributes (name, address, etc.) are identical for each row, then the system will recognize that it's the same person and will assign all their donations to the right donor.

Example Mixed File

Name Email Amount Fund Source Gift Date
Andrew Carnegie andrew@example.com 100.00 General Fund Year-End Mailing 2022-11-25
Andrew Carnegie andrew@example.com 125.00 General Fund Special Appeal 2022-12-02
John Rockerfeller john@example.com 225.00 General Fund Special Appeal 2022-11-18
Joseph Rowntree joseph@example.com 500.00 General Fund Year-End Appeal 2022-12-08

In the example above, you'll end up with three donors (Andrew Carnegie, John Rockerfeller, and Joseph Rowntree) and four donations.

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