Migrating from Bloomerang, Virtuous, DonorPerfect, Salsa, or another donor management platform? The import wizard handles donations as easily as contacts.
Step-by-step
- Data > Import Data > Donations.
- Upload your CSV or XLSX file.
- Pick a mapping template — Tormano ships templates for the major nonprofit platforms with pre-mapped columns.
- Review the preview. Required columns: donor (matched by email or name), amount, date.
- Pick dedup behavior — usually Skip duplicates if you might have already imported some, Create everything if this is a fresh start.
- Run.
Donor matching
The importer matches each donation to an existing contact by email first, then by full name. Donors that don't match are flagged in the error report; you can either pre-import the missing contacts or check Auto-create contacts for unmatched donors.
Recurring donations
Stripe subscription IDs in your CSV will link the imported donations to your active Stripe subscriptions automatically — useful when migrating from a platform that also used Stripe.
What happens after
- Each row creates one donation record.
- Lifecycle stages auto-update (Prospect > Donor on first gift).
- Workflows that fire on "Donation Created" do NOT fire on import (to avoid emailing thank-yous to legacy donors). Bulk-fire them later if you want.
- Tax receipts are NOT auto-generated for imported donations (because they were already issued by the prior system).
Bulk delete an import
If you imported the wrong file, Data > Import History > [your batch] > Undo Import removes every row created by that batch in one operation.