• 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
  • Importing Recurring Payment Instructions

    The Donorfy File Upload template allows you to import new Recurring Payment Instructions (RPIs) and upgrades to existing RPIs. The template can found in Data Management | File Upload - please see this article for an overview. Importing New RPIs Ea...

    Ben Brett
  • Importing Timeline Items

    To import items onto the timeline of constituents you need an Excel file containing the data - you can start with the Donorfy data preparation template (see comments below) or use a file from another source - e.g. from a fulfilment agency. If you ...

    Ben Brett
  • Uploading Opportunities

    You can import Opportunities 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 on Update Template.  From with...

    Ben Brett
  • Uploading Tags with Extra Fields

    You can use the file uploader to add tags to existing constituents and optional include data to store in any extra fields set up for your tags - these are the steps you need to follow. Download the data preparation template and find the Tags with ...

    Ben Brett
  • Importing Data to Extra Fields

    If you have added extra fields to Activities you can import data into them using the either the Data Preparation Template or by setting up mappings to your own file You should: Make sure you have sufficient information to either Add a new consti...

    Ben Brett
  • Checking Field Mappings

    When you upload a file we check the column names in your uploaded file to work out where the data should be written to in Donorfy - if we cannot be sure about the column names you will be prompted to Check Field Mappings - see example below. When...

    Ben Brett
  • Saving Field Mappings

    If you regularly import a particular type of file (e.g. a payment file from a 3rd party) you can save your fields mappings and reuse them when you next import a file of that type - this is done as follows: To create the field mappings to re-use wh...

    Ben Brett
  • Uploading Campaigns & Settings

    If you have a lot of settings or campaigns to setup in Donorfy you can use the file uploader to create them. You need to create a Excel Workbook which contains a Worksheet called Settings The worksheet needs the following columns Type - this is ...

    Ben Brett
  • Creating Gift Aid Declarations when Uploading Donations

    When you upload a file containing donations you can also include information to allow Gift Aid Declarations to be added at the same time.  Download the Donorfy Data Preparation Template from the link on the Data Management > File Upload menu. Onc...

    Ben Brett
  • Creating Gift Aid Declarations via the Uploader

    You can quickly create Gift Aid Declarations for both new and existing constituents from within the File Uploader. To do this follow the process below: Prepare your data Download the data preparation template from Data Management > File Upload Re...

    Graham Bell
  • Uploading documents in bulk

    You can upload documents and link them to activities and Gift Aid Declarations on constituent timelines. This article explains how to upload a document to a constituent record individually – It’s a great way of working if you have a small number o...

    Graham Bell
  • Matching Imported Data Using External References

    When you save field mappings for a file you can specify the name of the field in the file which contains an external reference or key allocated by a 3rd party - this can be used to match data the next time you import a file of this type. For exam...

    Ben Brett
  • Using Previously Saved Field Mappings

    If you have saved the field mappings for an uploaded you can reuse them as follows: When you upload your file Donorfy will check its contents, you will then have to check the field mappings - as per the example below Choose the previously saved f...

    Ben Brett