For a long time it’s been possible to import your donor list into Donor Tools. But up until now there hasn’t been an easy way to import donations as well. So many people have asked for this feature, and we’ve heard you! Introducing the new, improved Donor Tools data import feature. Now you can import your whole database – donors and donations included!
If you’re just getting started with Donor Tools, this is a fast and easy way to bring in data from your old database, so you can hit the ground running. And if you have historical data that you’d like to bring in, or if you receive donations from other sources, our import tool also handy because now you can simply import your donation spreadsheet right into your Donor Tools database.
We’ve tried to make this feature really intuitive and easy to use. You simply upload your spreadsheet (in CSV or Excel format), and then match the columns in your spreadsheet to fields in your Donor Tools database.
As much as we hope that our new data import feature will “just work”, there are a lot of things that you can do to ensure that your data import is successful and that you get the results you want. We’ve put together a pretty comprehensive Introduction to Importing Data on our User Guide.
And as always, if you have any questions or trouble, our wonderful support staff is ready to help.
