Importing donor information is not required to get started with RaiseDonors. If you want your CRM to be your master donor database, and you have a CRM integration enabled, then all the data from RaiseDonors will be pushed into their CRM treating RaiseDonors as a "segment" of donors, which continues to grow as fundraising efforts continue.
If you want to import and house your donor information in RaiseDonors to provide donors with access to a portal where they can manage recurring giving schedules and view their giving history, then look no further! Below are parameters for required and optional fields.
The template below must be filled out in order to import donor information into RaiseDonors. Once ready, please open a ticket with help@raisedonors.com to provide the support team with the completed template to process the import.
Required fields
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First Name (string, 75 character max)
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Last Name (string, 75 character max)
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Email Address (string, 150 character max)
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Billing Address (string, 255 character max)
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Billing City (string, 255 character max)
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Billing State (Full Text) (string, 255 character max)
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State values & Canadian State values must match the standardized list we've attached to this article.
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Billing Postal (string, 15 character max)
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Billing Country (ISO3 or ISO2) (string, 150 character max)
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Country values must match the standardized list we've attached to this article.
Optional fields
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Organization Name (Business) (string, 100 character max)
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Phone Number (string, 50 character max)
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Shipping Address (string, 255 character max)
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Shipping City (string, 255 character max)
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Shipping State (Full Text) (string, 255 character max)
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Shipping Postal (string, 15 character max)
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Shipping Country (ISO3 or ISO2) (string, 150 character max)
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Newsletter Opt In - Has this donor opted in to your email appeals? (boolean)
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CRM Key - A key to your system (ie: CRM) (string, 100 character max)
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Existing donor passwords - Only if they are clear-text password records
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If they are encrypted passwords, RaiseDonors cannot decrypt them.
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A common approach is to follow up with a marketing email inviting your donors to 'reset their password in their new donor portal.