The File Uploader allows you to import clean, structured data into Donorfy using the Data Preparation Template. This article guides you through preparing your workbook, performing an upload, reviewing the results, and applying the changes successfully.
📌Note:
Each upload is limited to 1000 rows to maintain system performance.
Organisations with their own Azure server may upload larger files but should do so outside normal working hours.
Do not proceed with an upload if the system flags structural errors, correct the file first.
Download the Data Preparation Template
Go to Data Management, then click File Uploader.
Click Update Template to refresh the fields (Constituent Types, Tags, Purposes, etc.).
Download the Data Preparation Template.
Open the workbook and locate the relevant upload tab at the bottom.
Right-click the tab and select Move or Copy.
Choose Create a copy in a new workbook, ensuring the tab name remains unchanged.
Your worksheet is now ready for data entry.
Add Your Data to the Template
Review the header row. Hover over cells with a red triangle to view required field guidance.
Enter your data carefully. More complete data improves reporting and record utility.
Follow the specific requirements for your upload type (e.g., Constituents, Transactions, RPIs).
Remove columns you do not need, such as:
Unused address fields.
Tags you are not applying.
Channel permissions not relevant to your upload.
Save your file with a meaningful name (e.g., Individual_Constituents_GeneralCampaign_01122025.xlsx).
📌 Note:
Clean data leads to faster uploads and fewer issues. Always validate formatting, especially date fields.
Upload Your File
Go to Data Management, then select File Uploader.
Drag and drop your file into the upload area or click to browse for it.
Donorfy will begin checking the file immediately.
View the upload status under Files uploaded in the last 30 days.
When checking completes, a summary will appear with:
Issues detected.
Number of matched constituents.
Buttons to continue or stop the upload.
If needed, the Field Mappings box may appear, use this when a tab name or template type is not recognised.
Review File Check Results
You can download the reviewed version of your file to see statuses and required actions.
Possible Actions per Row
Import – The row is valid and will be imported.
Ignore – The row will not be imported.
n/a – The row is part of a duplicate check and will be ignored.
📌 Note: If duplicate warnings need to be overridden, refer to the article Ignore Duplicate Warnings when Uploading a File
If Errors Are Found
Stop the upload.
Correct the data in your workbook.
Re-upload the corrected file.
Complete the Upload
If you are satisfied with the reviewed data, click Apply Changes.
Donorfy will process the import and update the relevant records.
Undo an Upload
Most upload types can be undone as long as the imported data has not been edited in Donorfy.