Working with Data
Import, update, and clear data or bulk deletion of constituent data.
By Cristiana1 author47 articles
File Upload (Import Data)
Uploading/importing and Managing Data in Donorfy.
Update the Data Preparation Template
Upload Opportunities
Import Constituents
Upload Tags with Extra Fields
Import Data to Extra Fields
Check Field Mappings
Save Field Mappings
Import Timeline Items
Upload Campaigns and Settings
Create Gift Aid Declarations When Uploading Donations
Create Connections Between Existing Constituents Using the File Uploader
Create Connections & Beneficiary Links Using the File Uploader
Import Donations (Transactions)
Upload Soft Credits
Import Recurring Payment Instructions
Create Gift Aid Declarations Using the File Uploader
Match Imported Data Using External References
Use Previously Saved Field Mappings
Upload Documents in Bulk
Upgrading / Increasing Recurring Payment Instructions (RPIs) via the File Uploader
Use the File Uploader
Everything you need to know about the File Uploader.
Use External Keys When Importing Data
Import Data into Donorfy: Overview
Tips and things to avoid when using the File Uploader
Upload, Check, and Complete a File Upload in Donorfy
File Upload (Update Data)
Update data in your Donorfy.
Update Constituents Using the File Uploader
Update Channels and Purposes Using the File Uploader
Update Website Addresses and Social Media IDs Using the File Uploader
Updating Tags on Constituent Profiles
Update Channels and Tags Using an Upload File
Update Recurring Payment Instructions Using the File Uploader
Update Transactions Using the File Uploader
Updating Activities Using the File Uploader
Other Types of Import Files
CAF, Bank Statements, etc.
Import and Reconcile Standing Order Files
Import CAF Payment Files
Data Cleaning
Explore the best options to manage your data and keep it organised.
Duplicates: Overview
Bulk Deletion of Constituents
Bulk Deletion of Timeline Activities
Duplicates: Single Matches
Duplicates: All Matches
Duplicates: Auto merge
Clean Your Constituent Data
Data Management FAQS
Answers to the most common asked questions about data management.
Fix Problems in an Uploaded File
Use the Attachments Utility
Fix the Error “Unable to Open File… File May Not Be a Valid Excel Workbook”
Fix a Damaged or Unreadable Upload File
Ignore Duplicate Warnings When Uploading a File
Undo a File Upload