Prepare Your Data to Import

The key to importing data into GiftWorks Cloud, is having your data in the correct format.

GiftWorks Cloud  can import information from a Microsoft Excel worksheet (.xls or .xlsx) file or from comma or tab delimited text (.csv or.txt) file.

The GiftWorks Cloud Importer looks for your information to be organized in rows and columns, with column headings that will help with mapping the data to the appropriate fields in GiftWorks Cloud.

 Below are sample templates for standard imports that you can download to organize your data.

 Use the below descriptions to create your template of data. The Excel templates are attached.

“Donation simple”

Use this template for your donation records; Columns include Donation date, payment method, amount; you can also include the check #; date; and fund to which the donation is allocated.

“Constituent simple”

This template is for basic constituent records that have simply one name, address, email, in each row to be imported.

“Constituent with 1 phone, address, email group”

Use this template if ALL your records to be imported have a single name, address and telephone number. If any of your contacts have multiple names, addresses, emails or telephone numbers, use the “Constituent with multiple contact info” template, for example if you have seasonal addresses.

“Constituent with multiple contact info”

Use this template for constituents with multiple phone, email and addresses; this will take contacts with single lines of information as well. GiftWorks Cloud accepts 3 entries for each line of data (e.g. 3 email). More than 3 lines could be accommodated by using Custom Fields.

“2 constituents with relationships”

Use this template to import constituents that have relationships with other constituents. You will include both of their contact information as well as their relationship type and role in the same line.