Donorfy has a File Uploader that enables you to import data from Excel. You can download a Data Preparation Template from your Donorfy system.
You will need to access Data Management, then File Upload.
📌Note:
If you have made any alterations to the settings within Donorfy, click the Update Template button before you download the Data Preparation Template.
The template includes your tag structure, which is why it's a good idea to sort that out before importing data!
You can find how to import data here, but it's worth repeating the rules:
Import Constituents first, with the contact ID (if you have one) in the external key.
Import Donations and Activities if you have them, using the external key (contact ID from your old system) to link them to the right constituents
Upload Excel workbooks with one worksheet, not multiple.
Don't change the tab names from the ones provided in the template.
Don't reformat the data in the template - paste Values (using Paste Special).
Remove password protection or the upload will fail as it won't be able to access the data.
⚠️Important: Data import/migration is one area where the assistance of a partner is strongly recommended.