This article will explain what kind of data data can be imported into RaiseDonors and the manner in which that data can be imported.
How do I import data into RaiseDonors?
First, let's discuss how data can be imported into RaiseDonors.
1. The first option is to leverage RaiseDonors' API and import any data object into RaiseDonors. This is the most flexible choice, but also requires you have a web developer who is comfortable making API calls (technology agnostic) to push data into RaiseDonors. Our API supports Adding, Editing, and Retrieving information.
2. The second option is to hire our team to provide professional services where we facilitate the process of importing the data into RaiseDonors for you. If you're interested in this service, just drop us a note and we can talk through your needs, the process, expectations, costs, and timelines.
As a point of clarity, if you leverage our professional services, you will be responsible for populating our standardized import templates with the data you want imported into RaiseDonors.
What types of data can I import into RaiseDonors?
Below you will find information about the different types of data that can be loaded into RaiseDonors. You can use this information in conjunction with the API documentation -- or -- you can use this information to download the import templates needed to proceed with professional services.
- Recurring Schedules in RaiseDonors
- Helpful Pointers
- Professional Services
- Passive Approach
- Manual Approach
Importing Donors into RaiseDonors
When you first login to RaiseDonors, there is no donor or transaction data in your account.
Many organizations proceed without importing donor data into RaiseDonors. This is often because they have a CRM integration enabled -- which means that all the data from RaiseDonors will be pushed into their CRM (master database). This treats RaiseDonors as a "segment" of donors, which continues to grow as fundraising efforts continue.
Other organizations prefer to import all donors into the system before starting any fundraising efforts. This is particularly useful for providing donors with access to their donor portal -- where they can manage recurring giving schedules and view their giving history.
Here are fields for importing donors:
- First Name (string, 75 character max)
- Last Name (string, 75 character max)
- Email Address (string, 150 character max)
- Billing Address (string, 255 character max)
- Billing City (string, 255 character max)
- Billing State (Full Text) (string, 255 character max)
- Billing Postal (string, 15 character max)
- Billing Country (ISO3 or ISO2) (string, 150 character max)
- Organization Name (Business) (string, 100 character max)
- Phone Number (string, 50 character max)
- Shipping Address (string, 255 character max)
- Shipping City (string, 255 character max)
- Shipping State (Full Text) (string, 255 character max)
- Shipping Postal (string, 15 character max)
- Shipping Country (ISO3 or ISO2) (string, 150 character max)
- Newsletter Opt In - Has this donor opted in to your email appeals? (boolean)
- CRM Key - A key to your system (ie: CRM) (string, 100 character max)
What about donor accounts and passwords?
Importing recurring schedules into RaiseDonors
The true "schedule" lives at the gateway, which is responsible for charging the payment method on file on the proper day of the month. RaiseDonors has a "schedule object", but this is just a placeholder to contain information about the schedule at the gateway.
You can use the built-in features of RaiseDonors to consume the recurring schedules from the gateway over the course of a month, as the schedules are charged at your gateway.
Don't have to spend time and money to import schedules into RaiseDonors via API or professional services
It takes up to 1 month to complete (needs to cycle through each day of the month)
Minimal business rules
Donors won't be able to see their recurring schedule in the donor portal until the passive approach has completed
Less attributions for each schedule:
When a schedule created outside of RaiseDonors is imported, it will be tied to a specific "Page" in RaiseDonors named "import-donors".
The schedule and subsequent donations will inherit all of the attributions configured in the Page "import-donors". This includes motivation code, source code, etc.
The schedule will be attributed to one specific Fund. There is no ability to split the schedule across multiple Funds.
There are very few customizations.
Getting started with the Passive Approach
1. RaiseDonors will not know how to attribute this donation -- as none of this attribution data is passed through from the gateway.
2. Every donation in RaiseDonors is required to be assigned to a Fund -- so assigning a fund is essential for the integration to succeed.
You can read more in depth information about how to configure recurring payments here.
Getting started with the Manual Approach
1. We're here to help! You can enlist RaiseDonors via a professional services agreement to aid you in this process.
2. If you have a developer or web team, you can import the data using the RaiseDonors API.
Getting started with professional services
- Context for why you are needing to import recurring schedule objects into RaiseDonors.
- Timeline for imports to be completed (at least 2 weeks notice).
- Preferred date and time to schedule a kick-off call for this project.
- The gateway where schedules currently exist. (**)
- The CSV file will contain information we need to import and create the schedule objects in RaiseDonors.
Tips for populating recurring schedule import file
The following information provides context for the fields of information needed in the attached XLS. Note, the xls file has two tabs. The first tab is specific to schedules having 1 fund allocation. The second tab shows an example for supporting up to 3 fund allocations per schedule.
The items indicated with * are required fields. Please ensure any data provided is appropriately parsed for commas and apostrophe's to be compatible for CSV's.
If the gateway being used is Authorize.net - RaiseDonors can communicate directly with Authorize.net to download all schedules and build this CSV for you automatically. This is helpful when timing is critical and you are unable to export ARB's from Authorize.net. Once the CSV is supplied, you can then fill in the missing information (pageName, Motivation, etc).
|RaiseDonors.Donor.Id||If pre-existing, the RaiseDonors.Donor.Id of the donor. If this field is included, other related Donor information can be omitted.|
|Donor.FirstName*||First Name of Donor|
|Donor.LastName*||Last Name of Donor|
|Donor.EmailAddress*||Email Address of Donor. Please note the requirements that email address is a required field and must be unique per donor.|
|Donor.Phone||Phone number for Donor|
|Donor.BillingAddress*||Billing Address of Donor for payment method|
|Donor.BillingCity*||Billing City of Donor|
|Donor.BillingState*||Billing State of Donor (ISO2, ex: TX)|
Billing Postal/Zip of Donor
Billing Country of Donor (ISO3, ex: USA)
|Donor.CRM||For reporting purposes, you can include the CRM ID from your system.|
The ID/Number/Code that references the schedule.
If you have not moved your recurring schedule into the new gateway, you can leave this field empty.
|Gateway.Schedule.CustomerKey||For stripe, associated customer Id/Key|
RaiseDonors Fund "code" to associate with donation (you can locate this on the 'Funds' page in RaiseDonors.)
** Special considerations for multiple fund designations are needed **
|Donation.MotivationCode||Motivation code to associate with donations|
|Donation.SourceCode||Source code to associate with donations|
Page to associate with schedule and donation. Name must match exactly to page name in RaiseDonors.
If your account has multiple gateways enabled, the gateway selected in this page is the gateway this schedule will be attached with.
Helpful Pointers for importing Recurring Schedules via API
Advice for importing
You'll also find the following information helpful when creating the schedule objects in RaiseDonors:
1. You'll need to first create the donor and address - or locate the existing donor and save the Donor.ID.
2. Then you'll need to create the schedule object and assign it to this new donor.
a. The schedule object contains a property for "metaConfigurationObject". This property is critically important as it contains all attributes to ensure the schedule is captured properly. Such as motivation code, source code, page, media outlet, premium code, and fund allocations.
Importing Funds into RaiseDonors
- Virtuous - RaiseDonors does not currently import Funds from nor are Funds pushed to Virtuous from RaiseDonors.
- SalesForce - RaiseDonors does not currently import Funds from nor are Funds pushed to Virtuous from RaiseDonors.
- MPX - RaiseDonors does not currently import Funds from nor are Funds pushed to Virtuous from RaiseDonors.
When creating funds manually in RaiseDonors, you are welcome to use the API, the administrative interface, or professional services. Below is a summary of the required fields when creating funds in RaiseDonors.
- Name (string, 150 character max)
- Active (boolean)
- SortOrder (integer)
- Code (string, 100 character max. Required to be a unique value for each fund)
- Description (string, no max)
- Image (string, no max. Should be https:// url)
- Email Address (string, no max. multiple email addresses separated by comma)
You are welcome to use this template to aid RaiseDonor's professional services in importing your fund data.