Errors can occur when you attempt to import data into Donor Management that doesn’t quite align with the corresponding columns or fields available – for example, if you’re trying to import in a set of donation records with a donation date in the future, your data will reflect errors for each of those future donation dates.
Not to worry - we’ll walk you through how to address any errors you might have found, and answer some of the most common questions you might have!
Step 1: Click on "Imports", under the "Settings" tab.
Step 2: Locate the import you're looking to correct.
Once on the Imports tab, you should see your completed import at the top of a list of all prior imports done within Donor Management.
Step 3: Locate the error file associated with that import.
Across from each of the imports, you should see a corresponding column for “errors.”
If you don’t have any errors in your imported file, you should see a small dash in that column.
Step 4: Click on "Error File" to download a copy of your import's errors.
You can then click on that red “error file” link below the number of errors in that column to download a copy of your “error file.” This .csv file includes all of the data that triggered an “error” message, and includes details on what exactly that error entails – and how to resolve it.
Step 5: Open the error file and locate the "errors" column.
Once the file has been downloaded, you’ll want to open it within Excel (or a similar program).
If you scroll all the way to the right, to the very last column labeled “errors,” that’s where you can find a brief description of what the error was that prevented the data from being imported – such as “invalid address,” or “date is in the future.”
Step 6: Update the errors in the appropriate column.
To update and correct those errors, you can simply locate in that error file the column that caused the error, and correct the information directly in that field.
In the example above, you can see that the “error” column indicates that the issue is within the custom fields in the import. To resolve these issues, you’d want to correct the information in that “custom field” column.
Step 7: Save your new, corrected file.
Once you’ve done that for all errors, you can delete that “errors” column at the end of your spreadsheet, and save the file to your computer as something you’ll remember and can easily locate.
Step 8: Re-import the corrected errors file via the self-import tool.
Finally, you’ll want to return to the "Settings" tab in Donor Management, and then perform another self-import of that corrected error file.
This should then add those records with the corrected information into Donor Management, with the rest of the data you previously added.
What else do you want to do?
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