Accounts Import for Invitations

This article provides information on the file import process to import accounts and invite donors to begin using Online Giving. 

With Online Giving enabled, staff can import donors by uploading a .csv file of all their accounts. This will send an invitation email to donors to set up their accounts.

The account file is uploaded, exceptions noted, and information about how many accounts were imported, skipped and if there were any errors are displayed on a summary after the import.

Here are the steps to Import Accounts:

1. From Giving go to File Import.
2. Click on Upload Accounts. (This is the view the user sees the first time the page is visited for account file import.)

3. Select the .csv file of donor’s names and their email addresses to be imported. This action will send an invitation email to donors to set up their accounts.


4. Click on Open.
5. Click on Import File.

6. Results of the import populate.

The Accounts Import Summary always includes the last import date and organization email. It also provides the following information:

1. Type-Account Imported or Self Managed Accounts.
2. Import results-The Number of accounts imported.
3. Skipped-Number of accounts in the file that were skipped because they have been previously recorded.
4. Exceptions
5. An upload icon– Provides an opportunity to Upload a New Account File. (This will be the place to upload any subsequent account files.)
6. A link -Provides an opportunity to click on the link to go directly to the Invitations screen to view and manage invitations for imported accounts.

The import transaction can be viewed on the File Import History.


Prepare the file template for import.

Here is a list of field headers available within the import file. All headers must be listed in the file, even if not all are populated with data.

Data is required for First and Last Name and email addresses for the import to be successful.

  1. First Name-Requires data
  2. Last Name-Requires data
  3. Street address
  4. City
  5. State
  6. Zip (Enter Zip, not the words Zip Code)
  7. Phone
  8. Email-Requires data
  9. Envelope Number-this will be assigned to the donor when they create their account.


Here is a downloadable file template to use to import your accounts.

Template_large_set_of_imported_account.csv

Click here for more information about invitations.

Note* Visual steps are best viewed at full screen. Click Esc on your keyboard when you are finished viewing.


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