Import File Reference Tables

When completing imports in DonorDock, there are five import types available:

👪 Contacts

The Contacts Import allows the adding of Contact records into DonorDock

💰 Gifts

Gifts Import may be used to add Gift records and Contact records to DonorDock.

All rows on the uploaded file must contain a Gift Date, and Gift Amount, or the gift will not be created.

💃 Activities

Activity imports may be used to import incomplete or complete activities to track in DonorDock, such as Emails, Letters, Phone Calls, Meetings, Tasks, Event Attendance, Volunteer, Asks, etc.

✍️ Notes

Note imports may be completed to add notes to contact records in bulk.

🎁 Pledges

Pledge imports allow you to bulk add Pledge information for future expected gifts

Please see the reference Import Tables below for fields available during the Import process.