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
2943 Hits
Wait a minute, while we are rendering the calendar
data conversion merge notes training tip Resiliency banquet donor prospects major donors Cloud large donations anonymous donors planning texting donors #GivingTuesday disaster relief Thanksgiving prospects how to handle auction gifts Thank You new leadership motivation code appeal SYBUNTS Excel volunteers campaign Task List reports operational costs donor profile donor preferences Groupings FundRaiser Spark adding personal notes to letters salutation look and feel capital campaign user spotlights fundraising mailing Tickles nonprofit fundraising Alternative Addresses support email merge fields add ons donor advised funds letter data entry Snow Birds donor relations correspondence motivation the Ask advanced tab raffle in honor of donations donor attrition welcome packet online donations donor engagement donation history publicity materials gift entry volunteering segmenting donors Volunteer module alumni holiday In-Kind gifts LYBUNTS technical support upgrading donors backing up data New Year legacy giving office development director government grants training role of nonprofits grassroots campaign understanding giving trends brick campaign holiday letters relationship tracking online donations endowment campaign building donor relationships gift acceptance policy membership programs passwords happiness ROI follow up annual maintenance plan Facebook NCOA processing ticketsales social media customer service charity golf tournaments donor loyalty spreadsheets donor attrition rate direct mail entering auction gifts grants membersip benefits foundations Codes Constant Contact community supported gardens pledges donor targeting how-to videos premiums recurring gifts community arts nonprofits National Change of Address lapsed donor security donor source password protection Congratulations moves management major gift prospects general vacation operating systems personalizing letters donor retention rate thank you letters increasing giving amounts GivingTuesday auction planned giving End of Year Letters appeal letters mode code importing csv animal rescue updates tech tip phoning donors membership benefits ticket sales Reminders Crowdfunding Campaign announcements Reporting to IRS letter templates customer portal PayPal holiday giving repeat donors Company culture giving history spare fields board members donor recognition Network for Good word processor solicitors overview memorial giving arts annual campaign tax summary letters new donors correspondance new features communications gift notes field Personalizing flash sales giving levels corporate sponsors upgrade campaign management new nonprofit Facebook campaign custom page GoFundMe project FundRaiser Hosted transparency donor slip Donor Portal budget tribute gifts targeted mailings on site training donor retention donor contact information donor accounting software features monthly giving new version data analysis Importing Data mission driven case study fundraising letters user interface product news community broadcasting pictures FundRaiser Basic small donations change of address updating event management

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