Working with Data
Importing data (file uploads), updating data (file updater), cleaning data and bulk deletion of constituent data
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
Importing & Reconciling Standing Order Files
Importing CAF Payment Files