Errors may occur when you import data into 'Donor Management' that does not align with the available corresponding columns or fields. For example, if you import a set of donation records with a future donation date, your data will reflect errors.

The article below will help guide you through how to address errors you may encounter and answer some of the most common questions that may pop up!

From your 'Donor Management' Dashboard, click the 'Settings' tab on the left navigation panel and then click 'Imports'.

On your 'Imports' page, you can view a complete list of your imports within 'Donor Management'.

Click the 'Error File' link below the number of errors in that column to download a copy of the file. This .csv includes the data that triggered the error message, additional details about each error, and recommendations for reconciliation.

Open the downloaded error file within Excel (or a similar program).

If you scroll to the right, to the last column labeled 'Errors', you will find a brief description of the error that prevented the data from being imported – such as “invalid address,” or “date is in the future.”

To update and correct those errors, locate the column that caused the errors and correct the information directly in that field.

Note: In the example above, the 'Errors' column indicates that the issue is within the custom fields in the import. To resolve this issue, you would correct the information in the 'custom_field' column.

Once you have updated all errors, you can delete the 'Errors' column in your spreadsheet and save the file to your device under an easily recognizable name.

Finally, click the 'Settings' tab in 'Donor Management' again and self-import the corrected file (adding records with the corrected information to 'Donor Management' along with the rest of the data you previously added).

Navigate back to the Feature Overview.