Neon Fundraise allows administrators to add contacts in bulk, by uploading a CSV file to the admin panel. To do so, follow the instructions below:
- Log in to the Admin at admin.rallybound.com
- Navigate to the campaign on which to upload your contacts
- Click the "People" tab
- Click "Contacts" in the left sidebar
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Click "Upload Contacts" at the top of the window
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Click "Download CSV Sample Template" in the pop up window
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After the Sample Template downloads, open it in your spreadsheet program, and add new contacts (with their information) to the spreadsheet*. Important: When editing/adding to the template, do not modify the first row.
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Once you've finished entering your data into the spreadsheet, save it as a CSV file.
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Back in the Admin > "Upload Contacts" popup window, click "Browse", and attach the CSV file you just saved. Then click "Upload".
Below is the CSV template structure:
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First Name
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Last Name
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Email
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Address1
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Address2
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City
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State
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Zip
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Country
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Phone
- Comment