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
4328 Hits
Wait a minute, while we are rendering the calendar
how-to videos community arts nonprofits mailing increasing giving amounts product news features Facebook building donor relationships development director donor source donation history LYBUNTS reports in honor of donations FundRaiser Basic Reminders user spotlights new leadership motivation mode code charity golf tournaments email FundRaiser Spark government grants donor profile Resiliency operating systems upgrading donors #GivingTuesday planned giving tech tip password protection Constant Contact updates thank you letters endowment campaign giving levels correspondance ticketsales letter templates Alternative Addresses animal rescue donor prospects Snow Birds donor attrition planning National Change of Address small donations donor retention rate raffle donor advised funds online donations monthly giving holiday donor recognition training how to handle auction gifts volunteers overview Excel mission driven nonprofit fundraising solicitors event management community supported gardens alumni moves management Crowdfunding Campaign Facebook campaign NCOA processing operational costs case study ROI merge notes volunteering major donors upgrade auction Thanksgiving memorial giving tribute gifts social media gift acceptance policy grassroots campaign backing up data prospects Groupings giving history new donors the Ask transparency membership programs correspondence appeal pledges donor loyalty add ons Tickles disaster relief legacy giving membership benefits Network for Good Codes recurring gifts welcome packet understanding giving trends happiness vacation brick campaign major gift prospects annual campaign anonymous donors PayPal motivation code Volunteer module fundraising flash sales appeal letters ticket sales data analysis training tip role of nonprofits phoning donors segmenting donors lapsed donor Cloud holiday letters customer portal Reporting to IRS corporate sponsors annual maintenance plan security personalizing letters communications targeted mailings donor look and feel publicity materials merge fields capital campaign new features GoFundMe project banquet foundations custom page donor relations repeat donors grants relationship tracking donor preferences passwords data entry pictures change of address updating importing csv online donations gift notes field new nonprofit announcements fundraising letters Importing Data SYBUNTS spreadsheets premiums campaign data conversion customer service campaign management donor engagement follow up Company culture general board members Personalizing budget Task List texting donors user interface large donations new version Congratulations support New Year on site training donor contact information community broadcasting In-Kind gifts Donor Portal holiday giving arts letter donor attrition rate entering auction gifts FundRaiser Hosted GivingTuesday advanced tab direct mail donor slip adding personal notes to letters membersip benefits technical support Thank You End of Year Letters word processor office donor targeting accounting software donor retention spare fields gift entry tax summary letters salutation

Connect With Us

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

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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