Have a large list of Donors that you would like to import?
Simply import your CSV document under Donors > Import Donors.
Before you import - if you have used BiddingForGood before, all donors from past platforms have already been copied to the new platform automatically. They can be edited or updated as needed under Donors > View Donors/Sponsors.
Use these resources to import your donors into the Auction Manager:
- Donor Import Template - This CSV file includes all of the required and optional columns for a successful donor import.
- Import Formatting Guidelines - The Formatting Guidelines include column definitions for the Donor Import Template, explain what fields are required versus what is optional.
Once you have your CSV file ready, review the video on How to Import Donors to complete the import.
After you have imported your donors you can assign them to items you have already added. See How to Assign a Donor to an Existing Item.