Overview This is only applicable if your organisation has received a notification email from Donorfy.   The purpose of the Attachments utility is to enable you to work through each file in turn, re-attaching the missing files, where they are avail...

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...

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...

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 ...

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...

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...