Import Spreadsheet Examples

When completing imports in DonorDock, several import types are available. Each import type is designed for a specific kind of data.

👪 Contacts Import 👪
The Contacts Import allows you to add Contact records into DonorDock in bulk.

💵 Gifts Import 💰
The Gifts Import is the most common import type. It allows you to add both Contacts and Gifts into DonorDock.

💃 Activity Import ✉️
Activity Imports can be used to add complete or incomplete activities to Contact records. This may include Emails, Letters, Phone Calls, Meetings, Tasks, Event Attendance, Volunteer Activities, Asks, and more.

✍️ Notes Import ✍️
Notes Imports can be used to add notes to Contact records in bulk.

📆 Pledges Import 📆
The Pledges Import allows you to add pledges into DonorDock in bulk, including details such as pledge amount, number of installments, installment frequency, start date, etc.

📣 Campaigns Import 📣
The Campaigns Import allows you to create Campaign records in bulk, including details such as campaign names, campaign types, goals, start dates, end dates, and other campaign-specific information.

💼 Funds Import 💼
The Funds Import allows you to create Fund records in bulk, including details such as fund names, account numbers, class names, fund types, descriptions, and other fund-specific information.

🎯 Appeals Import 🎯
The Appeals Import allows you to create Appeal records in bulk, including details such as appeal names, appeal types, goals, dates, and other appeal-specific information.

Below are example spreadsheets that can be used for adding sample data or reviewing different spreadsheet configuration options for each import type.