Advanced Import

Advanced Import enables you to import data from other applications. This import feature allows you to import donations, pledges, notes, custom fields and form information into both new and existing constituent records. If you are able to download data from your other applications straight into a CSV formatted file, or into an Excel spreadsheet which can then be converted to a .csv file, you are able to use the Advanced Import easily.

Advanced Import Overview
Advanced Import Data File Best Practices
Import Constituent Information
Advanced Import Resolution Queue
Import Spouses with Constituents
Import Donations with Constituents
Import Pledges and Pledge Payments
Import Donations with Spouses as Co-Donors
Import Information to Forms
Process Import