FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Importing into FundRaiser ... The Right Way!

The Face wants you to know.

Hi Everybody! The name is Nick and if you've called for FundRaiser Tech Support in the last year or so you've probably talked to me, and if not, then what's stopping you?Anyway, today I would like to talk about the best way to import data into FundRaiser and the mythically obscure .CSV file ... scary. Now, you may or may not be asking yourself. "Awesome Nick, how do I create a .CSV without summoning potentially evil spirits?"

Well, first things first, open up your spreadsheet in Excel. Most of the time it will be saved as an Excel Workbook or some other file useless to FundRaiser. Now, go to "Save As" this will open the "Save As" window. On the bottom of the "Save As" window you will see a drop menu that says "Save As type." Now this part is crucial, click on the drop down menu.

Continue reading
2956 Hits
Wait a minute, while we are rendering the calendar
repeat donors mailing tech tip donor loyalty understanding giving trends custom page upgrading donors Snow Birds giving history new nonprofit annual maintenance plan holiday Volunteer module Groupings donor profile Reminders the Ask case study office tax summary letters customer portal ROI holiday letters membership benefits motivation code legacy giving board members community broadcasting donor prospects spreadsheets Tickles donor contact information brick campaign in honor of donations foundations letter corporate sponsors Facebook campaign adding personal notes to letters Codes phoning donors add ons increasing giving amounts Facebook National Change of Address operating systems targeted mailings user interface data analysis on site training Cloud auction change of address updating membersip benefits appeal correspondance Reporting to IRS community supported gardens disaster relief nonprofit fundraising upgrade new donors ticket sales user spotlights campaign direct mail arts social media support moves management new leadership passwords flash sales GoFundMe project LYBUNTS alumni banquet small donations budget giving levels donor slip donor relations data entry features government grants FundRaiser Spark mode code operational costs how-to videos Personalizing Excel membership programs animal rescue lapsed donor relationship tracking New Year donation history community arts nonprofits merge notes building donor relationships Crowdfunding Campaign Alternative Addresses appeal letters donor engagement donor advised funds backing up data overview transparency grants donor attrition rate letter templates product news Resiliency memorial giving happiness donor source Company culture holiday giving motivation security salutation pictures segmenting donors training tip Thanksgiving reports online donations welcome packet monthly giving donor retention online donations thank you letters entering auction gifts spare fields annual campaign fundraising look and feel donor attrition donor solicitors charity golf tournaments volunteers planning correspondence word processor campaign management general texting donors pledges new features mission driven Importing Data gift notes field raffle technical support major donors large donations updates Congratulations advanced tab how to handle auction gifts anonymous donors In-Kind gifts tribute gifts SYBUNTS merge fields vacation training #GivingTuesday publicity materials donor recognition grassroots campaign ticketsales planned giving gift entry Thank You accounting software donor targeting capital campaign FundRaiser Basic customer service data conversion follow up Task List role of nonprofits new version announcements Constant Contact donor retention rate GivingTuesday development director endowment campaign communications PayPal Donor Portal prospects password protection major gift prospects recurring gifts fundraising letters premiums Network for Good volunteering FundRaiser Hosted personalizing letters event management End of Year Letters importing csv email donor preferences NCOA processing gift acceptance policy

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password