Working with Data

Import, update, and clear data or bulk deletion of constituent data.

Uploading/importing and Managing Data in Donorfy.

Update the Data Preparation TemplateUse this option to refresh your Data Preparation Template so it includes your latest settings, such as newly added constituent types, tags, or other configuration changes.

Upload OpportunitiesLearn how to prepare your data, complete the required fields, and upload Opportunities successfully.

Import ConstituentsLearn how to to add new constituents to Donorfy in bulk using the Data Preparation Template.

Upload Tags with Extra FieldsLearn to add tags to existing constituents and optionally include values for any extra fields configured for your tags.

Import Data to Extra FieldsLearn how to import data into Activity extra fields using either the Data Preparation Template or your own custom-mapped file.

Check Field MappingsLearn how to complete the mapping step before your file can be processed.

Save Field MappingsLearn to save field mappings to match the structure of the file you upload.

Import Timeline ItemsLearn how to import timeline entries into Donorfy for migrating data, adding historic information, or importing activity from third-party providers.

Upload Campaigns and SettingsLearn how to create multiple settings and campaigns in Donorfy using the file uploader.

Create Gift Aid Declarations When Uploading DonationsLearn how to add Gift Aid Declarations automatically when uploading donation files.

Create Connections Between Existing Constituents Using the File UploaderLearn how to create new connections between constituents who already exist in your Donorfy database.

Create Connections & Beneficiary Links Using the File UploaderUse the File Uploader to automatically create connections and beneficiary links when importing new constituents, activities, or transactions.

Import Donations (Transactions)Learn how to import transactions using the File Uploader.

Upload Soft CreditsLearn how to prepare your worksheet, match transactions and constituents, and upload soft credits correctly.

Import Recurring Payment InstructionsLearn to import RPI via Data Preparation Template.

Create Gift Aid Declarations Using the File UploaderHow to prepare and upload Gift Aid Declarations for new and existing constituents using the File Uploader.

Match Imported Data Using External ReferencesHow to use external references (keys) in your import files to match data to existing constituents.

Use Previously Saved Field MappingsHow to re-use a saved field mapping when uploading a new file.

Upload Documents in BulkUpload and link documents such as letters or Gift Aid files to multiple constituents using the File Uploader.

Upgrading / Increasing Recurring Payment Instructions (RPIs) via the File UploaderUse the File Uploader to apply upgrade amounts to existing RPIs

Use the File Uploader

Everything you need to know about the File Uploader.

Use External Keys When Importing DataLearn how to use external keys to match imported data to the correct constituents in Donorfy.

Import Data into Donorfy: OverviewLearn what the File Uploader does, what can be imported, who can access it, and how to prepare data templates for upload.

Tips and Things to Avoid When Using the File UploaderLearn about the best practices when using the File Uploader and what to avoid.

Upload, Check, and Complete a File Upload in DonorfyLearn how to upload clean data with the File Uploader.

File Upload (Update Data)

Update data in your Donorfy.

Update Constituents Using the File UploaderHow to bulk update constituent details using the File Uploader.

Update Channels and Purposes Using the File UploaderLearn how to bulk update Channel and Purpose permissions for existing constituents using the Channels & Purposes worksheet and the File Uploader.

Update Website Addresses and Social Media IDs Using the File UploaderLearn how to bulk update constituent website addresses and social media IDs using the Constituent Update template and the File Uploader.

Updating Tags on Constituent ProfilesHow to add extra data to existing Tags on constituent profiles by using Lists and the File Uploader.

Update Channels and Tags Using an Upload FileUse a simple Excel file to add or remove Tags and allow or block communication channels for existing constituents.

Update Recurring Payment Instructions Using the File UploaderLearn how to bulk update existing Recurring Payment Instructions (RPIs) using the RPI Update template and the File Uploader.

Update Transactions Using the File UploaderBulk update existing transaction payments and allocations safely using a spreadsheet.

Updating Activities Using the File UploaderBulk update existing activities, such as recording event attendance, using a spreadsheet upload.

Other Types of Import Files

CAF, Bank Statements, etc.

Import and Reconcile Standing Order FilesHow to import a BACS Standard 18 Standing Order file and match payments to Recurring Payment Instructions (RPIs).

Import CAF Payment FilesHow to prepare and import CAF payment files into Donorfy, including mapping marketing preferences and Gift Aid settings.

Data Cleaning

Explore the best options to manage your data and keep it organised.

Duplicates: OverviewAn overview on how Donorfy detects, scores, and helps you resolve duplicate constituent records.

Bulk Deletion of ConstituentsLearn how to permanently remove archived constituents from Donorfy using the bulk delete tool.

Bulk Deletion of Timeline ActivitiesLearn how to delete activities in Bulk to have a safer at scale overview.

Duplicates: Single MatchesLearn how to review and merge constituent records identified as single-match duplicates.

Duplicates: All MatchesLearn how to review and resolve duplicate sets when multiple potential matches are found for a single constituent.

Duplicates: Auto mergeLearn how to enable and manage automatic merging of duplicate constituents.

Clean Your Constituent DataLearn how to upload cleaned constituent names and addresses into Donorfy using the File Uploader.

Data Management FAQS

Answers to the most common asked questions about data management.

Fix Problems in an Uploaded FileLearn how to review and correct errors that prevent your uploaded file from being imported into Donorfy.

Use the Attachments UtilityLearn how to review, reinstate, or manually resolve missing attachments when notified by Donorfy.

Fix the Error “Unable to Open File… File May Not Be a Valid Excel Workbook”Learn how to resolve errors caused by hidden formatting when uploading Excel files to Donorfy.

Fix a Damaged or Unreadable Upload FileLearn what to do when Donorfy cannot read your uploaded file and displays a damaged or unreadable file message.

Ignore Duplicate Warnings When Uploading a FileLearn how to override duplicate warnings and import constituents that Donorfy has flagged as potential duplicates.

Undo a File UploadLearn how to reverse a file upload and remove all data added during the import.