• 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