The File Uploader allows you to import up to 1,000 constituents at once (or up to 100,000 for Own Azure clients, or when a temporary limit increase is requested). The Data Preparation Template determines the required fields, optional fields, and allowed values based on your Donorfy settings.
Download the Data Preparation Template
Navigate to Data Management, then click File Upload.
Download the Data Preparation Template (Excel workbook).
If you have recently added new Tags, Purposes, or Constituent Types, click Update Template to refresh the workbook with the latest settings.
📌 Note: Each worksheet corresponds to a constituent type. Do not rename worksheets, Donorfy uses the worksheet name to identify the data type.
Prepare Your Constituent Data
Copy your dataset into the appropriate worksheet.
Remove all unused worksheets, only one worksheet may be uploaded per file.
Ensure no column heading exceeds 100 characters (except comments fields).
Save the file with a clear name.
You may rearrange column order as needed.
Data Fields for Individual Constituents
You can enter:
Name and Personal Details
Title, First Name, Middle Name, Last Name, Suffix.
Formerly / Also Known As.
Contact Details
Includes Personal, Work, and Other contact sets:
House/Building Number.
Address Lines 1–2.
Town, County, Country.
Postcode.
Emails (main/alternate).
Phone numbers (main/other/mobile).
Area, Region.
Label Name & Salutation
If left blank, Donorfy generates defaults.
Gift Aid Options
RefusedGiftAid: enter Yes to mark Gift Aid refusal.
Sharing Permissions
AllowDetailsSharing: enter Yes to allow sharing.
Campaign
Must match an existing campaign’s description.
Notes
Any text entered becomes a Notes Activity on the Timeline.
Data Fields for Organisations
You can enter:
Organisation Name.
Work or Other contact details.
Channel permissions.
Tags.
Allow sharing of details.
Notes.
Campaign.
Setting Channel Permissions
Channels are blocking indicators. Enter:
Yes: block the channel.
No: allow the channel.
Blank or removed column: channel set to unknown.
Important
The Preferred Channel cannot be set directly during constituent import.
If a channel is allowed and has corresponding contact data, Donorfy assigns the preferred channel automatically.
To update preferences later, use Update Channels & Purposes with the File Uploader
Setting Purpose Permissions
Use the columns labelled Allow Purpose:
Yes: allow the purpose.
No: disallow the purpose.
Blank or removed: purpose left unset.
Working with Tags
Each tag appears as Tag_<Category>_<TagName>.
Enter:
Yes: add as active.
No: add as inactive.
Blank or removed: tag not added.
To use a new tag:
Create the tag under Settings.
Click Update Template in File Upload.
Copy your data into the updated template.
Uploading and Checking the File
Upload your workbook to Data Management, File Upload.
Donorfy checks the data in the background.
When ready, download the checked file to review Status and Action.
Action values:
Action | Meaning |
Import | Row will be imported. |
Ignore | Row will not be imported. |
n/a | Duplicate detection row; ignored. |
If satisfied, click Apply Changes to import.
If edits are required:
Delete the file from the queue.
Update your workbook.
Re-upload for checking.
Duplicate Checking
Donorfy automatically checks for potential duplicates based on:
First Name.
Last Name.
Email (must be exact match).
Phone numbers (90% similarity).
Address Line 1 and Postcode (50% similarity).
Rows identified as duplicates will display Ignore unless you intentionally set them to import.