If this is the first time you have imported a CAF file you should go into Settings (see this) search for Payment Methods and add a new payment method called 'CAF'

Each time you download a file from CAF you will need to open it in Excel and add the following columns

• Constituent Type 
• Product 
• Payment Method 
• BlockMail
• BlockEmail
• BlockPhone
• BlockSMS
• ExcludeFromGiftAid

Now you need to enter some data into the columns you added, as follows:

• Constituent Type - e.g. Individual, Company etc - enter the correct value into this column depending who the donation was from
• Product - e.g. Donation 
• Payment Method - e.g. CAF - enter the payment method you set up previously
• Fund
• Use the contents of the DonorMarketingPreferences column to set BlockMail, BlockEmail, BlockPhone & Block_SMS - for example
• DonorMarketingPreferences contains  'no further contact' set all of BlockMail, BlockEmail, BlockPhone & BlockSMS to Yes
• DonorMarketingPreferences contains 'email' then set BlockEmail to No and BlockMail, BlockPhone & BlockSMS to Yes
• DonationTaxEffective is this contains 
• Tax Effective set ExcludeFromGiftAid to Yes

Save the file as an Excel spreadsheet

Upload the Excel spreadsheet to Donorfy

If this is the first time you have uploaded a file of this type you will need to

• Set up the field mappings (see this article) 
• You should also get Donorfy to save the reference number CAF allocated to each donor - this is usually in a column called DonorURN (see this article)

When you upload subsequent files you can re-use the field mappings you used the first time - see this article for more information