Step-By-Step Importing Guide

This guide walks you through using the DonorDock Import tool to upload data, map spreadsheet columns to DonorDock fields, review your information, and complete your import.

Step 1: Prepare Your Data

Data may be imported into DonorDock using the following file formats:

• .csv

• .tsv

• .xls

• .xlsx

• .xml

• .txt

Apple Numbers files (.numbers) cannot be uploaded directly into the DonorDock Import tool. If you created your spreadsheet in Numbers on a Mac, iPhone, or iPad, you will need to export or convert it to CSV or Excel before uploading it to DonorDock.

You may also enter data directly into the spreadsheet provided within the Import tool instead of uploading a file.

Step 2: Upload Your File

1. Open the Settings Menu using the grid icon in the top-right corner of DonorDock and select Imports.

2. Select Import from the menu on the left.

3. Choose the type of data you are importing:

   • Contacts

   • Gifts

   • Activities

   • Notes

   • Pledges

   • Campaigns

   • Appeals

   • Funds

4. In the spreadsheet window that appears, either:

   • Enter your data directly into the available spreadsheet, or

   • Select Upload data from files to upload an existing file.

5. Select the file from your device.

You may also select Files from the Import sidebar to upload one or more files directly from the Files page.

If your uploaded file contains multiple worksheets, DonorDock will prompt you to select the worksheet you want to import and confirm the import type for that sheet.

Match on Email Only

Before beginning your import, you may turn on the Match on Email Only? toggle if you want DonorDock to use email address as the only criteria when attempting to match imported Contacts with existing records.

For more information about how DonorDock identifies existing Contacts during an import, see Detecting Duplicate Contacts During Import.

Step 3: Match Your Columns to DonorDock Fields

After selecting your file, you will be taken to the mapping screen.

Each column from your spreadsheet will appear alongside the DonorDock field where the information will be imported.

DonorDock automatically suggests column matches using AI. Review each suggested match before continuing.

If a suggested match is incorrect:

1. Click the destination field dropdown on the right.

2. Select the correct DonorDock field.

Ignoring a Column

If a column in your spreadsheet does not need to be imported:

1. Click the X beside the suggested destination field.

2. Leave the destination field blank.

Columns without a destination field will be ignored and will not be imported.

Once you have reviewed all column mappings, click Continue in the top-right corner.

Step 4: Review Secondary Mapping

Some mapped fields may require an additional mapping step. Secondary mapping lets you determine how values from your spreadsheet correspond to existing values in DonorDock.

For example, if a column is mapped to Payment Type, your spreadsheet might contain values such as:

Review any secondary mappings shown and select the appropriate DonorDock value for each item before continuing.

Step 5: Review Your Data

After mapping is complete, DonorDock will display your spreadsheet using the mapped DonorDock fields. Columns that were ignored or left unmapped will not appear on the Review screen.

DonorDock will identify data that may prevent a row or value from importing correctly. Any detected errors will be highlighted in red.

To review problems:

1. Select the red INVALID option at the right of the page to display only rows containing errors.

2. Hover over a highlighted cell to see why the value was marked as invalid.

3. Click directly into the cell to correct or remove the value.

For example, an email address may be marked invalid if it is missing the @ symbol.

Review and correct any errors before processing the import.

Step 6: Process the Import

Once you have finished reviewing your data, you can either:

• Return to Files to select and map another worksheet or file, or

• Click Process Import in the top-right corner to begin the import.

After submitting the import, the file will appear as Pending on the Imports page while it is being processed.

You do not need to remain on the Imports page while the import is processing.

Once the import is complete, DonorDock will display a summary of the records that were added, updated, skipped, or encountered an error.

Apply a Badge to Contacts in a Completed Import

Completed imports also include an Apply Badges link. This is useful when all Contacts included in an import should receive the same badge.

1. Locate the completed import on the Imports page.

2. Click Apply Badges.

3. Search for or enter the badge you want to apply.

4. Click Apply.

The selected badge will be added to all Contacts included in that import.

If different Contacts need different badges, you can include badges as a column in your original import spreadsheet and map them during the import process. For additional details, see the Badges guide.

Undoing an Import

If you need to reverse an import, imports completed within the past 7 days may be eligible to be undone. From the Imports page, click the red UNDO button beside the completed import.

Undoing the import removes any new records and data that were created by that import. You can't undo imports that added new data on the Imports page.

If you need help undoing or reversing an import that the Undo button cannot complete, contact our support team at support@donordock.com.