How do I import donors in Campaign Management?

At the Company Level:

1. Select the Companies node in the CM navigation tree.
2. Open a company either by searching or expanding a company name in the navigation tree.
3. Click the “Importing” option within the Companies section of the navigation tree.
4. Select the “Add a new import” link.
5. Select “Donor” from the Import Type dropdown.
6. Select the First Row Header field if your tab delimited file contains a header row.
7. Browse to locate the file and then click the “Save/Update” link.

At the Campaign Level

1. Select the Campaigns node in the CM navigation tree.
2. Open a campaign either by searching or expanding a campaign name in the navigation tree.
3. Click the “Importing” option within the Campaigns section of the navigation tree.
4. Select the “Add a new import” link.
5. Select “Donor” from the Import Type dropdown.
6. Select the First Row Header field if your tab delimited file contains a header row.
7. Browse to locate the file and then click the “Save/Update” link.

Note: Make sure the Excel is closed. The import will not process if this program is open.