Learn how to import your donation data in this step-by-step guide. There are steps you must take before you import your donation data. To tailor this help guide to better replicate your experience, use this help guide only if you have an account ID column. If you do not, please follow the related help guide that will support your process.
Recommended Reading Before You Start
Instructions
Importing Your Donation Data
- Select Tools in the navigation menu and then select Import Manager on the drop-down menu.
2. Select New Import.
- Complete Step 1: Choose Data.
a. Select Get Started.
b. Enter Import Name. Select Next.
c. Select Yes to “Does your spreadsheet contain Account ID?” because our spreadsheet has an Account ID column. More questions will populate.
Answer the other questions. When finished, select Next.
d. Indicate what type of data you are importing. When finished, select Next.
e. Select if there are pledges in your data set. Then, select Next.
f. On this page you can export your custom data template. This feature is optional. Select Export Template and then Next.
Note: If you are using the given templates, be sure to remove the first two rows before importing.
When saving the excel spreadsheet, make sure it is saved as an .xlsx (Excel) or .csv.
Once your data is in the template, delete any columns that do not contain any constituent data.
- Complete Step 2: Column Mapping.
Upload the .xlsx or .csv file and select Next.
5. If you have not previously sent acknowledgements for these donations, generate an acknowledgement letter or send an acknowledgement email for each donation created in Neon CRM by this import.
Note: Only accounts with mailing address information will have a letter created for them, and only accounts with a valid email address will receive an email. Then, select Next.
6. If your import is similar to any previous imports, you can select that here. This is optional. Selecting an import from this list can help speed up the import process by re-using decisions you’ve made in previous imports. If this import is not similar to a previous one or your first import, select Next to skip this step.
- Neon CRM will automatically map your data columns to the corresponding standard or custom fields. Check to make sure all the fields are accurate. Because not all custom fields were configured under global settings before starting the import, the fields are mapped to “Create As New Field”. When finished, select Next. Please note: Custom fields created in the Import Manager are Account custom fields only. If you wish to create Donation, Membership, or Event custom fields, you must create these fields before conducting your import.
Note: If you are using your own template, take extra time to review the mapped fields, and select the appropriate option from each drop-down menu.
- The Field Mapping page may appear if the system wants to verify specific import field data. When finished, select Check My Data.
- The import manager will check your data for any errors, if any errors appear on your spreadsheet they will be listed here. If you receive the message “Mapping Successful” select Continue with Import.
- The Import Manager is working on your data. You will receive a notification via email, or via the bell icon in the top right of your CRM when your import is complete. Select Close and Exit.