File Upload (Import Data)
Uploading/importing and Managing Data in Donorfy.
By Cristina1 author20 articles
- 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