Import File Reference Tables
When completing imports in DonorDock, there are five import types available:
πͺ Contacts | The Contacts Import allows the adding of Contact records into DonorDock |
|---|---|
π° 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. |
π 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. |
βοΈ Notes | Note imports may be completed to add notes to contact records in bulk. |
π 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.
