Data ImportMove Your Data In Without Retyping a Single Record Bring contacts, organizations, households, groups, event registrations, and donations in from a spreadsheet with a step-by-step wizard. Map your columns to platform fields, review likely duplicates before anything is saved, and keep a log of every import you've run. 
What You Can DoStart From a SpreadsheetUpload an Excel or CSV file exported from your old system, pick the record type, and the wizard walks you through the rest. Point-and-Click Field MappingMatch each spreadsheet column to a platform field, including the custom fields you've already set up for that record type. Duplicate DetectionChoose the fields that identify a duplicate, such as email. Every likely match is shown before the import runs, and you decide whether to skip it, update it, or add it as new. Linked Records in One PassA shared column attaches each contact to their organization, household, or group as the rows come in, so relationships arrive intact. Donation History ImportLoad past gifts with donor matching by ID, email, or name, plus gift-level duplicate checks on donor, date, and amount. Import Log and RollbackEvery batch is logged with who ran it and when. Re-download the original file, export the rows that need fixing, or reverse a batch entirely. Works Great WithSee Data Import in ActionSchedule a personalized demo and see how CitySoft moves your existing data in cleanly. Request a Demo |