Step One - Download the spreadsheet template
Help us make your import go smoothly by downloading our standard template so you can successfully format your information. Learn why formatting your spreadsheet(s) can help your import go twice as fast.
Step Two - Learn how to export from old system(s)
Think about all the places you store contact information or donations for donors and supporters: Quickbooks, ConstantContact, MailChimp, DonorPerfect etc. After you've made your list, check out our resources that will help you successfully export all the information you need for your import into your new donor management system:
Exporting from Quickbooks | Exporting from eTapestry | Exporting from DonorPerfect
Exporting from Raiser's Edge | Exporting from Salesforce | Exporting from Classy
Exporting from Little Green Light | Exporting from Giftworks | Exporting from PayPal
Exporting from Mailchimp | Exporting from Constant Contact
Export from Eventbrite | Export from Gmail (as an Outlook .csv file)
Export from Outlook
Step Three - Export from your old system(s)
This should take you about 20 minutes up to more than an hour. It really depends on how much information you have and how familiar you are with exporting from your old system.
After the export is done, use the template you just downloaded as a guide to format your information as best you can. If you get stuck, don't worry about it! Just send us what you have.
Step Four - Save as a .csv file(s) and send them to us
After you have your files saved, send them to our data import specialists. (If you need to get back to the import form, log in to your donor management system, navigate to contacts, click import in the top right corner, and go from there.) Be sure to fill out the contact form so we can be in touch if we have any questions!
Ready to send us your files?
Great! Log in to your Donor Management System and navigate to Contacts then click the Import button in the top right corner.
That's it! You're done!
You'll get an email letting you know that our data import specialist have reviewed your files. On average, imports take about 2-4 weeks to complete and our team completes imports in the order that we receive them. (The sooner you send us your files, the sooner we can get started!)