Giving Hearts Day Data

Giving Hearts Day is a 24-hour fundraising event for nonprofits in North Dakota and Minnesota. If your organization participates in Giving Hearts Day, you can import donation data from the Giving Hearts Day portal into DonorDock to keep your donor records and gift history up to date.

Before importing, we recommend doing a quick cleanup pass on your exported file. This helps improve data quality and reduces errors during the import process.

Steps at a Glance

1. Export donation data from the Giving Hearts Day portal

2. Clean and prepare your CSV file

3. Import the file into DonorDock

4. Review results and resolve any errors

Full Navigation Steps

Step 1: Export Data from the Giving Hearts Day Portal

1. Navigate to admin.givingheartsday.org and sign in

2. Go to the Donations area

3. Locate this year’s Giving Hearts Day data

4. Export all donations to a CSV file

5. Save the file to your computer

Step 2: Clean and Prepare Your Giving Hearts Day File

Open your exported CSV file in Excel and review the data before importing.

Recommended cleanup steps:

Add a Campaign value (optional but recommended)
If you want all Giving Hearts Day gifts grouped under a single campaign in DonorDock:

• Locate the Campaign column

• Enter a value such as Giving Hearts Day 2026 (or your current year)

• Use autofill to apply it to all rows

Replace “Null” values with blank fields
Giving Hearts Day may insert Null when a field is left empty.

• Use Find and Replace <CTRL> + <F>

• Find: Null

• Replace with: (leave blank)

• Apply to all columns where Null appears

This keeps your data cleaner and prevents unnecessary text from importing into DonorDock.

Add helpful segmentation columns (optional)
You can add extra columns before import to support reporting and segmentation in DonorDock.

Examples:

• Gift Tags

• Match Type (such as “GHD Business Match”)

• Notes or Flags for special gift attributes

For example, if you have a Business Match column from Giving Hearts Day, you could add a Gift Tag like GHD Business Match to easily segment and report on those gifts later in DonorDock.

When finished cleaning and editing your file, save the updated CSV.

Step 3: Import Giving Hearts Day Data into DonorDock

1. Open the Settings Menu (grid icon) and select Imports

2. Click Import button on the left

3. Select Gifts as the Import type from the top or left on the import box

4. Select Upload data from files and choose your CSV file

5. Confirm which sheet you want to import and click Continue

6. Confirm the header row and click Yes

7. Match your columns to DonorDock fields

   • Columns are auto-matched using AI and remembered for future imports

   • Review and adjust any matches as needed

8. Review your data for errors

   • Errors appear highlighted in red

   • Hover over highlighted cells to see why they were flagged

9. Submit your import and click Yes to confirm

10. Wait for the import to complete

    • The import will show as Pending during processing

    • You do not need to stay on the page

Once complete, DonorDock will display totals for donors added, donors updated, campaigns, funds, appeals, gifts, activities, notes, and any errors.

Waiting Period (Recommended)

We recommend waiting one to two days after Giving Hearts Day before exporting and importing your data into DonorDock.

During and shortly after Giving Hearts Day, gifts may still change due to:

• Refunds

• Canceled gifts

• Status updates

Waiting allows these changes to settle, making your imported data more accurate and requiring less cleanup later.

If you need to send personal thank-you messages sooner, you can export and import your data periodically throughout the day. DonorDock will ignore gifts that have already been imported, allowing you to safely import updated files as the day goes on. Just keep in mind that refunds and changes may still need to be addressed later.

Thank You Expectations

Donors who give through Giving Hearts Day receive a transactional receipt from the Giving Hearts Day platform. This receipt is functional but not personalized.

Importing gifts into DonorDock allows you to send more meaningful, personalized thank-you messages from your organization. If you choose to import throughout the day, you can begin stewardship sooner, while still planning to reconcile any changes after the event.

Duplicates and Matching Donors

Donors are not required to use the same Giving Hearts Day account year over year. As a result, duplicate donor records may occur in DonorDock if contact matching is not handled carefully.

To match imported Giving Hearts Day gifts to existing contacts, DonorDock uses the following matching options:

• First Name + Last Name + Email

• First Name + Last Name + Address Line 1

If neither match is found, a new contact record will be created. Review your matches carefully during the import process to ensure gifts are applied to the correct contact and to avoid misallocating donations.

Otto Tips

🧭 Name your campaign clearly: Using a consistent campaign name makes year-over-year reporting easier.

⚓ Null is not your friend: Replacing Null values with blanks keeps your data cleaner in DonorDock.

🗺️ Undo is your safety net: If something looks off, you can undo the import and try again.