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.