Getting to Know Import
Similar to the Data Entry tab, you can use our import tool to add offline donations and registrants. The import process contains two steps:
1. Create an import file in Excel.
2. Upload the file in the system.
*The import file templates are attached on the bottom of this article.
What's So Cool About Import?
- With the Fundraising Pro Import tool, you can import offline donations from all template types (Event/Campaign, Direct Donation, Tribute, and Purchase Items) Note: With Data Entry, you can import offline donations only from our Event/Campaign template
- You can add up to 500 records at a time
- Tax receipts can be sent automatically once your import file is processed
Watch the below video to learn how you can import offline data:
For more information, check out our how-to articles on importing offline donations here.