You can use the File Uploader to add or remove Tags and update channel permissions (allow/block) for existing constituents in bulk, without needing to use a full data preparation template.
⚠️Important:
Updates to channels made via this importer are not recorded in the Preference Centre History. If you need updates to appear in Preference Centre History, use the Channels & Purposes updater instead.
1. Prepare Your Upload File
You do not need to use a standard Donorfy upload template for this process.
Create a simple Excel workbook with one worksheet.
Make sure the worksheet name is not the same as any worksheet name from the standard upload template.
Add one or more of the following columns to identify the constituents you want to update:
Constituent Number.
Email Address.
Phone Number.
External Key.
Populate at least one of these identifier fields for each row so Donorfy can find the correct constituent.
You do not need to include Tag or Channel columns in the file itself – you will set those in the field mapping step.
2. Upload the File
Go to Data Management, click File Upload in Donorfy.
Upload your Excel file.
Once the file has been checked, click Check Field Mappings.
This opens the field mapping and configuration screen for your upload.
3. Select the Tag & Channel Updates Import Type
On the field mappings screen, choose Tag & Channel Updates as the type of data your file contains.
When Tag & Channel Updates is selected, you can specify:
Which Tags should be added.
Which Tags should be removed.
Which channels should be allowed or blocked.
For each channel setting, you can also provide a Reason and Campaign to associate with the change (for reporting/administrative purposes, but not Preference Centre History).
These settings will be applied to all constituents that your file successfully matches.
4. Map the Constituent Identifier Fields
Next, you need to tell Donorfy which columns in your file contain the data used to find the correct constituents:
In the field mappings list, map your file columns to the appropriate Donorfy fields, for example:
Map your Constituent Number column to Constituent Number.
Map your Email Address column to Email Address.
Map your Phone Number column to Phone Number.
Map your External Key column to External Key.
Check your mappings carefully to ensure each row will correctly match the intended constituent.
When you are happy with the mappings and your Tag/Channel selections, click Save Changes to continue.
Donorfy will then proceed using your mapping and Tag & Channel settings to update the matched constituent records.
🤓Tip:
Make sure your worksheet name does not match any of the sheet names from the standard upload template. If it does, Donorfy may attempt to process it as a different type of upload.