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