Using the File Uploader

  • Importing data into Donorfy - overview

    The File Uploader What is it and what does it do? The File Uploader is an inbuilt facility that allows you to import data quickly and efficiently in a standardised way. So, whether you are populating your Donorfy system for the 1st time, adding mo...

    Robin Fisk
  • Tips and things to avoid when using the File Uploader

    In the File Uploader Overview you will have found out the purposes it can be used for, who has access, what can be uploaded and suggested course of building your data uploads.  To help you upload data with minimal errors and as quickly as possible...

    Graham Bell
  • How to upload, Check the File and Complete the Upload

    Using File Upload     Once you have your data as clean as possible (remember junk in will result in either errors within the file upload, or data inconsistencies on records, which in turn can lead to reporting problems and potential problems with ...

    Graham Bell
  • Using External Keys when you are Importing Data

    An external key is an id or key value that is already assigned to your constituents e.g. from an existing database you have. If can be useful to bring in the external key when you import constituents into Donorfy as you can then use the external ...

    Ben Brett

File Upload (Importing Data)

  • Updating the Data Preparation Template

    You can update (or refresh) the data preparation template by going to Data Management | File Upload and pressing the Update Template button - this button is on the top right of the File Upload box. This will rebuild the Data Preparation Template i...

    Ben Brett
  • Importing Constituents

    These are the steps needed to import Constituents. Download the Donorfy data preparation template from Data Management | File Upload - this is an Excel workbook. Copy your constituent data into the rows in the appropriate worksheet and columns in...

    Ben Brett
  • Creating connections between existing constituents using the file uploader

    When you upload a file of constituents you can create connections between the new constituents in your file and existing constituents in your Donorfy this article explains how to do that. However if you want to create connections between existing ...

    Ben Brett
  • Creating connections & beneficiaries links using the file uploader

    Creating connections between constituents When you upload a file of constituents you can include information in the columns below to create a connection between existing constituents and the constituents that will be added by the file upload If yo...

    Ben Brett
  • Importing Donations (Transactions)

    You can import donations (Donorfy calls them Transactions) using Donorfy’s Data Preparation Template. This template is available to download within Data Management > File Upload Prior to downloading the template ensure you refresh it by clicking o...

    Graham Bell
  • Uploading Soft Credits

    This article explains how to upload soft credits using the File Uploader. A soft credit is a link between a transaction, typically a donation, and another constituent in Donorfy. To create the Soft Credits both the Transaction to establish the lin...

    Ben Brett
See all 19 articles

File Upload (Updating Data)

  • Updating Constituents using the File Uploader

    This article explains how to update existing constituents using the File Uploader. Updating Constituents is different from Cleaning Constituent data, in that the updating of constituents is for block updating of fields, e.g. Post Code, Gender, Con...

    Ben Brett
  • Updating Channels & Purposes with the File Uploader

    You can use the file uploader to update channel and purpose permissions for existing constituents these are the steps you need to follow. Note that this type of upload cannot be undone  Download the data preparation template and find the Channel a...

    Ben Brett
  • Updating Website Addresses and Social Media Ids with the File Uploader

    You can use the file uploader to update social media ids and website addresses for existing constituents these are the steps you need to follow. Download the Donorfy Updates Data Preparation Template from here: Constituent Update.xlsx Read the Im...

    Ben Brett
  • Updating Tags and Channels with an Upload File

    You can upload (import) a file and use it to Add or remove tags from existing constituents, or Allow or block communication channels for existing constituents   Note - Updates to channels made via this importer do not get recorded in the Prefere...

    Ben Brett
  • Updating Transactions using the File Uploader

    This article explains how to update existing transactions using the File Uploader. The transactions you want to update are identified by the transaction number. A transaction has two (or more) transaction numbers - one relating to the Payment part...

    Ben Brett
  • Updating Activities Using the Uploader

    You can use the file uploader to update existing activities - for example, if you want to record if someone attended an event you held. Important You cannot undo updates made by the file uploader.It is a good idea to download a list of the Activi...

    Ben Brett
See all 7 articles

Other types of Import Files

  • Importing & Reconciling Standing Order Files

    If your bank can provide you with a file of Standing Order payments in a format known as BACS Standard 18 - example shown below - you can match them to Recurring Payment Instructions in Donorfy as follows. If you cannot get a file in this format s...

    Ben Brett
  • Importing CAF Payment Files

    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...

    Ben Brett

Data Cleaning

  • Duplicates - Overview

    What is a duplicate? When Donorfy detects that a constituent has very similar details to another constituent, Donorfy will raise this as a possible duplicate. This means they might be the same person or organisation. Enabling or disabling the chec...

    Mark Eastwood
  • Duplicates - Single Matches

    The Duplicates process separates single matches from multiple matches so that you can merge duplicate records quickly.   The single matches display all of the results where the target constituent (right side) only has one matched constituent. Thes...

    Graham Bell
  • Duplicates - All Matches

    Where there are many potential duplicates found for a single constituent profile, these are then added to the All Matches section.   The All Matches section displays 10 duplicate sets on a single page and will notes how many potential duplicates ...

    Graham Bell
  • Duplicates - Auto merge

    An auto merge feature in Duplicates is available to help to reduce the amount of time spent assigning items to merge. This can be switched on from Settings > Configuration > Duplicates Settings The auto merge feature will merge matches that have b...

    Graham Bell
  • Bulk Deletion of Constituents

    Please Note - Once deleted these Constituents cannot be restored   The Bulk Delete option under Data Management can be used to removed archived constituents from your Donorfy, you  must be an administrator to access the bulk delete option can arc...

    Ben Brett
  • Cleaning your Constituent Data

    This article explains how to import cleaned data relating to constituents using the File Uploader. Cleaning Constituent is different from Updating Constituents data, in that the Updating of Constituent data is for block updating of fields, e.g. Po...

    Ben Brett

Data Management FAQs

  • Unable to open file.... File may not be a valid Excel workbook

    On occasions, a file that is being uploaded to Donorfy may present the error message Unable to open file... File may not be a valid Excel workbook, for example:     The spreadsheet contents and name extension are all appearing to be fine, but the...

    Graham Bell
  • Damaged or Unreadable Upload File

    If Donorfy has a problem reading a file that you have uploaded you will see message similar to the examples below  To fix this problem you should start Excel and Open the workbook you originally uploaded Remove any worksheets that you are not us...

    Ben Brett
  • Ignoring Duplicate Warnings when Uploading a File

    When you upload a file containing constituents Donorfy checks whether the people in the file are already in the database - if there are matches you will see a message similar to the one shown below You can download the file to review the matches ...

    Ben Brett
  • Fixing Problems in an Uploaded File

    After you upload a file Donorfy will check it - if there are problems which prevent the data in the file being imported the file will be displayed similar to the example below   To see details of errors of you need to Download your file. When you...

    Ben Brett
  • Undoing a File Upload

    You can undo a file upload - this will remove all the data added by the file upload.  Important if you undo a constituent import then any data you have added to the constituents since the import - e.g. transactions added to the timeline - will als...

    Ben Brett