Import Data Tool - Select File

The first step in the import process is to select a file to import.  Panorama Donor Management can import the following file types:

• Microsoft Excel file (.xls, .xlsx)
• Comma Separated Value (.csv)
• Text Files (.txt)

Your Files

When importing information into the Donor Management, there are a number of things to consider.

• If you are importing constituents, you will need to include a column for Profile Type in your source file.  The acceptable values in the profile type field are Individual, Household, or Company.
• If you are importing from an Excel file, be sure to note which worksheet contains your import data.

File Options

After you select your import file, Panorama Donor Management will require you to confirm to options:

• Column Headings - use this option to confirm whether or not the first row of your import file contains the names of the fields that you’re importing or whether or not the first row contains the data you want to import.
• Import Add/Update - when importing data, Donor Management needs to know how you want to handle importing data that may or may not already exist in Donor Management.
• If a matching record is found, update it and if an existing record is not found, add a new record.  This option is best used when you know you have existing matching records in the Donor Management but you also have new records.

 These are new records. If an existing matching record is found, don't update it and skip the row.  Use this option when you know you have all new information and want to be sure that you don’t update any information already in the Donor Management. 

• These are updates to existing records. If a matching record is not found, don't add a new record.  Use this option if you fully expect every row in your import file should already be contained in the Donor Management.

Click the Next button when you are ready to proceed to the next step.