Importing data into Donor Management allows for you to use it as "system of record" for all information related to your donors - their contact information, transaction history, communication preferences, and more. Exporting your data allows you to report more comprehensively on your donor and transaction data, so that your reporting shows a more holistic view of your overall fundraising efforts.

This easy-to-use features allows you to add (and then easily see) a donor's personalized information and history with your organization, and use that information to personalize your communication and outreach more effectively. It also provides you with a depth of knowledge that can help you better segment out groups of donors, filter and report on specific giving campaigns or events, and provide the most accurate and relevant data to your organization's stakeholders.

To begin importing your data, you can either click on the "Import" links on either the "Contacts" or "Giving" screens - or you can select the "Settings" tab, then click on "Imports." To export out your data, you can either select the "Select All" tab on a group of contacts or transactions on those "Contacts" or "Giving" screens - then select the fields you'd like to include in that export.

To learn more about the self-import process, as well as what data to include in both imports and exports, how to correct errors, how to export specific data, and how to get assistance pulling data from other historic locations, please review the articles below.

This feature is available for all users with access to the Fundraising Essentials package with "admin"- level admin access or higher within Donor Management.

Go back to the Donor Management Resource Index.