Glossary
Data Management

Import Wizard

By: Alec Hollingsworth
Updated:  
July 16, 2025

Definition:

An Import Wizard is a guided tool that helps nonprofits efficiently transfer and map large sets of data into their software systems.
An Import Wizard is a user-friendly tool designed to help organizations efficiently transfer bulk data from external sources, such as spreadsheets or other databases, into their nonprofit accounting or CRM systems. The Import Wizard typically guides users through a step-by-step process that includes file selection, data mapping (matching columns in the imported file to system fields), previewing data, and resolving errors before final import. This functionality reduces manual data entry, minimizes errors, and ensures data consistency. Import Wizards are essential for onboarding historical data, migrating to new software, or periodically updating large datasets, making them a core feature in many modern nonprofit management platforms.

Key Takeaways

  • Simplifies bulk data imports into nonprofit systems
  • Reduces manual entry and associated errors
  • Guides users step-by-step through the process
  • Improves data accuracy and consistency

Why It Matters

Import Wizards save time, reduce errors, and streamline data migration for nonprofits.

Real World Example

A nonprofit organization transitioning to Keela needs to import its donor list from a legacy CRM. Using Keela’s Import Wizard, the development manager uploads a spreadsheet, matches each column (like name, email, and donation history) to Keela’s fields, previews for errors, and completes the import. This process saves hours compared to manual data entry, ensures all critical information is captured, and allows the team to quickly start using Keela’s features for donor engagement and reporting.

Frequently Asked Questions

What is an Import Wizard?

An Import Wizard is a tool that guides users through importing bulk data into a software system, ensuring accuracy and consistency.

How does Keela’s Import Wizard help nonprofits?

Keela’s Import Wizard streamlines the data import process by providing intuitive mapping, error-checking, and step-by-step guidance, saving time and reducing mistakes.

What types of data can I import using Keela’s Import Wizard?

You can import contacts, donations, and other key data sets essential for nonprofit management and reporting.

Do I need technical skills to use an Import Wizard?

No, Import Wizards are designed to be user-friendly and accessible, even for users without technical backgrounds.

Why is data mapping important during import?

Data mapping ensures that imported information is correctly aligned with your system’s fields, maintaining data integrity and usability.

Related Terms

Accessibility Compliance
Automation Trigger in a Nonprofit CRM
Average Gift Size
Board Member Profile
Bounce Rate
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