Import donation history from another system

Moving your giving history across from another donor-management system? The import wizard handles donations exactly as it handles contacts.

Step-by-step

1. Open Data > Imports.
2. Upload your CSV or Excel file, up to 1,500 rows and 10MB.
3. Pick a ready-made mapping for your old system: Bloomerang, Little Green Light, DonorPerfect, NeonCRM, Fundly (NonProfitEasy), CiviCRM, or Givebutter. Each one matches that system’s export columns for you.
4. Check the preview, and match the donor, amount, and date columns.
5. Choose what to do with duplicates: Skip duplicates if you may already have imported some, Create everything if this is a fresh start.
6. Click Run import.

Donor matching

Each donation is matched to an existing contact by email first, then by name. Donors that don’t match are flagged, so you can import the missing contacts first or let this import create them.

What happens after

• Each row creates one donation record.
• You get a count of how many were created, updated, skipped, or failed, with a downloadable report for any failures.

Undoing an import

If you imported the wrong file, undo it from the Import History section of the same Data > Imports page. Every finished import can be reversed there.