How do I import Donations?
Artful.ly makes it easy to add your old donation records to your Artful.ly account in one fell swoop. Just collect your donation records in a spreadsheet and follow these steps:
Go to Reports.
Select Import Donations.
Under the heading "Template" download an empty CSV file with appropriate headers for event imports. Important: Your files must be in CSV (comma separated-values) format in order to upload them into Artful.ly. Learn how to save an Excel file as a CSV here.
Copy/paste the data from your old spreadsheet into the appropriate columns. Make sure to include all required fields as described under "Format".
Date and Donation type are mandatory fields. If you don't have that data filled in, the import won't work. If you are missing this information, either leave that record out of your spreadsheet, or fill in the field with a place holder. For example ("company name", "company" could be a substitute for "first name", "last name")
When your CSV is ready, select Choose File under the header "Upload" and retrieve the file from your computer. Once you see the file name appear, you can select Import. It may take a few minutes for your contacts to be imported.
Once it has been processed (and there are no errors) you must approve the import. Depending on the size of the file, it may take a few minutes.
- Make sure your column headers match those in the blank CSV. If your file is not organized properly or the information is in the wrong place (email in the wrong column, for instance), you will receive an error message. We recommend you delete the file and adjust the spreadsheet appropriately before uploading it again.
- Observe usable values and date formatting. Make sure you use the right terms (CASH or CREDIT CARD in Payment Methods for instance) when filling out your spreadsheet. Also, observe the specific formatting for dates so your donations are recorded on the right date.
- Tidy up your data in the CSV before you import it. It's much easier to fix typos and formatting here doing it record-by-record in the app.
- Include as much data as you can. Note that in donation imports, the data in the CSV overrides the data in your CRM. So, if your CSV contains an email address that already exists in your CRM, all the other data in the CSV associated with that email address will override what exists in your CRM, including addresses or lack of addresses.
Can I delete an import?
It is not yet possible to delete a whole batch of imported donations. Please exercise caution before importing a donation and make sure you double check your work.