Import Spreadsheet Examples
When completing an import in DonorDock, you can choose from several import types depending on the kind of data you are bringing into your database. Selecting the correct import type helps ensure your spreadsheet creates the appropriate DonorDock records and fields.
Import Type | Description |
|---|---|
Contacts | Adds Contact records to DonorDock in bulk. Use this import when bringing in contact information without related gift or activity data. |
Gifts | Adds both Contacts and Gifts to DonorDock in the same import. This is one of the most commonly used import types. |
Activities | Adds completed or incomplete activities to Contact records, including Emails, Letters, Phone Calls, Meetings, Tasks, Event Attendance, Volunteer Activities, Asks, and more. |
Notes | Adds notes to Contact records in bulk. This is useful for importing historical notes or other contact-specific information that does not belong to a particular activity. |
Pledges | Adds pledge records in bulk, including information such as pledge amount, number of installments, installment frequency, start date, and other pledge details. |
Campaigns | Creates Campaign records in bulk, including campaign names, types, goals, start and end dates, and other campaign-specific information. |
Funds | Creates Fund records in bulk, including fund names, account numbers, class names, fund types, descriptions, and other fund-specific information. |
Appeals | Creates Appeal records in bulk, including appeal names, types, goals, dates, and other appeal-specific information. |
Example Import Files
Below are example spreadsheets for each import type. You can use these files to review available fields and spreadsheet configuration options or as a starting point when preparing your own data for import.