What is a Donation Import?

A Donation Import is the process of transferring donation records from external sources, such as spreadsheets or other donor management systems, into a nonprofit’s central database or CRM. This process allows organizations to consolidate giving histories, maintain accurate donor profiles, and streamline reporting. Donation imports typically require mapping data fields (like donor name, amount, and date) to the correct categories in the new system. Proper import procedures ensure data integrity and minimize errors or duplicate records, supporting effective donor stewardship and compliance with reporting standards. Organizations often use donation imports when adopting new software, migrating from legacy systems, or updating donor records in bulk.

Key Takeaways

Facilitates migration of donation data into a central system
Requires careful data mapping to ensure accuracy
Prevents loss or duplication of donor information
Supports better fundraising and reporting

Why It Matters

Real World Example

A small nonprofit has tracked donations in Excel for several years. As the organization grows, they adopt Keela to manage their fundraising efforts more efficiently. Using Keela’s donation import feature, the team uploads their historical donation spreadsheet to the platform. Keela guides them through mapping each column (donor name, donation date, amount, etc.) to the appropriate fields. After reviewing a sample import, they complete the process, successfully consolidating all past donation data into Keela. This enables the nonprofit to launch targeted campaigns and generate comprehensive reports using their complete donor history.

Frequently Asked Questions

A donation import is the process of transferring donation data from external files, such as spreadsheets, into a nonprofit’s database or CRM.

Why would a nonprofit need to import donations?

Nonprofits import donations to consolidate records, migrate from older systems, or update large volumes of donor data efficiently.

How does Keela help with donation imports?

Keela provides easy-to-use import tools that guide users through mapping data and resolving duplicates, ensuring accurate records from the start.

What information can be included in a donation import?

Typical fields include donor names, contact details, donation amounts, dates, and notes, which are mapped to corresponding CRM fields.

Donation Import

Definition:

Key Takeaways

Why It Matters

Real World Example

Frequently Asked Questions