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Step 1. Contributions - Upload Data

Import Data File: Browse for the file that contains your CSV formatted data for import.

Contribution Import Requirements

Your contributions import file must contain these fields: Identifiers (First name, Last name, Email or an External ID) Total Amount, Receive Date and Contribution Type.

First row contains column headers - Indicate if your file has column headers in the first row (First Name, Last Name, etc.).

Contact Type - Indicate if the data is for Individuals, Households or Organizations.

You must import different contact types SEPARATELY. Importing files with more than one contact type will not work.

Date Format - Indicate the format used for dates in the file you are importing.

Click Continue>> to proceed. You will be taken to the "Match Fields" page.

Click <<Previous to return to the first step or Cancel to cancel configuring the import.

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