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Import Data

Bring price points and fundraisers in from a spreadsheet.

Written by Adil Ali

Rather than adding records one at a time, you import them from a CSV file. Imports are available for price points and fundraisers. The system records each import, so you can see the uploaded items and whether the process succeeded.

Before you start

You need specific permissions depending on the data you're importing. You need the Price Points permission to import pricing, and the Fundraisers permission to import supporter pages. Prepare your data as a CSV file.

Import price points

  1. Go to Setup → Price Points.

  2. Click Import.

  3. Click Download Template to get the required column format.

  4. Fill the spreadsheet with your data.

  5. Click Import New CSV.

  6. Upload your CSV file and click Upload.

Import fundraisers

  1. Go to Fundraising → Fundraisers.

  2. Click Import.

  3. Click Download Template to get the required columns.

  4. Fill in your fundraiser details.

  5. Click Import New CSV.

  6. Upload your CSV file and click Upload.

The system gives you options to merge or fix the data before finishing the upload if rows clash with existing fundraisers.

Import history

The system displays the import history directly on the import screen. Each record shows the file name, the uploading user, the total record count, the date, and the status. An import shows a Completed or Incomplete status, and you use this history to verify your uploads.

Good to know

  • Check your file before uploading. Fixing a spreadsheet is quicker than correcting a failed import.

  • Fundraiser imports merge with existing records. Re-importing a list avoids creating duplicates automatically.

Related

Export data · Create and edit price points · Fundraisers

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