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 |
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💰 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.
