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Import Spreadsheet Examples

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

👪 Contact/Gift Import 💰

The Contact/Gifts Import is the most common import type and allows the adding of just Contacts, or 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 Contact and Gift Import (Sample Data) (1).xlsx
30.3 KB
Example Activity Import (Sample Data) (1).xlsx
20.9 KB
Example Note Import (Sample Data) (1).xlsx
19.0 KB