Working with Data
Importing data (file uploads), updating data (file updater), cleaning data and bulk deletion of constituent data
By Graham1 author47 articles
File Upload (Importing Data)
Uploading/importing and Managing Data in Donorfy
- Upgrading / Increasing Recurring Payment Instructions (RPIs) via the File Uploader
- Updating the Data Preparation Template
- Importing Constituents
- Creating connections between existing constituents using the file uploader
- Creating connections & beneficiaries links using the file uploader
- Importing Donations (Transactions)
- Uploading Soft Credits
- Importing Recurring Payment Instructions
- Importing Timeline Items
- Uploading Opportunities
- Uploading Tags with Extra Fields
- Importing Data to Extra Fields
- Checking Field Mappings
- Saving Field Mappings
- Uploading Campaigns & Settings
- Creating Gift Aid Declarations when Uploading Donations
- Creating Gift Aid Declarations via the Uploader
- Uploading documents in bulk
- Matching Imported Data Using External References
- Using Previously Saved Field Mappings
- Updating Constituents using the File Uploader
- Updating Channels & Purposes with the File Uploader
- Updating Website Addresses and Social Media IDs with the File Uploader
- Updating Tags on Constituent Profiles
- Updating Channels and adding/removing Tags with an Upload File
- Updating Transactions using the File Uploader
- Updating Activities Using the Uploader
- Updating Recurring Payment Instructions
Other types of Import Files
CAF, Bank Statements, etc