File Upload (Import Data)
Uploading/importing and Managing Data in Donorfy.
By Cristiana1 author20 articles
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