Import Spreadsheet Examples
When completing imports in DonorDock, there are three import types available:
👪 Contacts Import 👪
The Contact Import allows the adding of just Contact records into DonorDock
💵 Gifts Import 💰
The Gifts Import is the most common import type and allows the adding of Contacts and Gifts.
💃 Activity Import ✉️
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 Import ✍️
Note imports may be completed in add notes to contact records in bulk.
Below are example spreadsheets for use in either adding sample data or viewing different spreadsheet configuration options.
Example Activity Import (Sample Data) (1).xlsx
20.9 KBExample Note Import (Sample Data) (1).xlsx
19.0 KBexample gift import (sample data).xlsx
27.6 KBexample contact import (sample data).xlsx
18.3 KB