If your import file contains the contact name and organization name in the same line and you select to Configure as a donor, GiftWorks will create a donor profile and use the contact name as the Name in GiftWorks or use the organization name as the Name in GiftWorks if no contact name is available. If you select to Configure as a donor with an organization profile, GiftWorks will use the organization name as the Name if GiftWorks.
Articles in this section
- Importing Tips and Troubleshooting Guide
- Getting Started - Sample Excel Import Template
- How can I enter a batch of donors or donations into GiftWorks?
- Quick Import Template
- Import to Update Email Addresses
- Import to update Donor Addresses
- Import to Update Donor Source Field
- Import to Update Addressee and Salutation fields
- Import to Update Phone Numbers
- Import to Update Display Name Format