How Do I Import Data Into RaiseDonors?

1. Importing Recurring Schedules
2. Importing Donor Information
3. Importing Project Information

Contracting Professional Services

• You will populate and format data objects into standardized import templates for the professional services team
• You will need someone internally that is comfortable with your existing data
• You will not need someone internally that has web development experience
• If you're interested in this service, just drop us a note and we can talk through your needs.

Leveraging the API

• You will import all data objects into RaiseDonors directly
• You have the ability to add, edit, and retrieve data using the API
• You will need someone internally that is comfortable with a certain level of web development experience
• If you choose to utilize the RaiseDonors' API for importing data, head here to learn more about the specifics of RaiseDonors' API.

I'm not sure which import option is right for me - HELP!

• If you're not sure which import options would be right for my organization, reach out to us at
  help@raisedonors.com and we can help to identify which import option would be best!

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.

Donors

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:

Required fields

• 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)

Optional fields

• 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?

Country values must match this standardized list.
State values must match this standardized list.
Canadian State values must match this standardized list.