Importing donations from another platform

Migrating donation history from another donor-management platform? The import wizard handles donations as easily as contacts.

Step-by-step

1. Data > Imports.
2. Upload your CSV, XLS, or XLSX file (up to 10,000 rows, 10MB).
3. Pick a mapping template if your data came from another platform. Nonprofit orgs get seven: Bloomerang, Little Green Light, DonorPerfect, NeonCRM, Fundly / NonProfitEasy, CiviCRM, and Givebutter — each pre-maps that platform's export columns.
4. Review the preview. Map the donor (matched by email or name), amount, and date columns.
5. Pick dedup behavior — usually Skip duplicates if you might have already imported some, Create everything if this is a fresh start.
6. Run.

Donor matching

The importer matches each donation to an existing contact by email first, then by name. Donors that don't match are flagged so you can pre-import the missing contacts or let the import create them.

What happens after

• Each row creates one donation record.
• You'll see a final count of created / updated / skipped / errored rows, with a downloadable error report for any failures.

Undoing an import

If you imported the wrong file, undo it from the Import History section inside the same Data > Imports page — each finished import can be reverted there. (There is no separate "Import History" nav item; the history lives on the Imports page.)