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Import to Update Donor Source Field

If you want to update the Donor Source field, you can do this by re-importing your data using the specific steps below.

Create a SmartList based on all donors except for those that have the correct Donor Source. Choose to create a new SmartList based on an existing list and then choose the All Donors (or All donors and affiliate donors) SmartList and click Next.

Click on the Don't Show tab and add criteria for: Development Info>Donor Source then check the box for the Donor Source that IS valid. This will remove all of those donors off this list and leave you with a list of those that need updated.

Click on the blue Customize link and click on Uncheck all then check the boxes for Id and Source. These should be the only columns you have displayed on the SmartList. Name and save the SmartList.

Now you will need to Export that list. Click on Export this List on the left then choose Save to file and save it to your computer. Open the file outside of GiftWorks and go down through the file and replace the data with the correct Donor Source information -***Make sure it is exactly the same as what you have in GiftWorks. Resave the excel file.

Go back to GiftWorks and back up your database. Then start the import process using this excel file. Under the Updating Existing Donors option, click the option to Choose the fields to use for matching your donors. Choose Id for the Choose your import field option and choose Donor Id for the Choose the GiftWorks field option. Choose to ignore the data if a match is not found. On the next screen, choose do not import for the Id column. Map Source column as Donor Details: Donor Source. Follow the rest of the steps to complete the import. This should overwrite all of the existing Donor Sources with the correct one. To verify this, you can go back to the SmartList you exported and the SmartList should be empty. Delete this SmartList, and then delete the invalid Donor Sources from Settings. If everything looks good, we recommend saving another back up.

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