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
4329 Hits
Wait a minute, while we are rendering the calendar
legacy giving NCOA processing anonymous donors motivation code LYBUNTS End of Year Letters direct mail donor targeting role of nonprofits planning Groupings community arts nonprofits advanced tab adding personal notes to letters membership benefits alumni follow up raffle targeted mailings premiums donation history thank you letters donor advised funds training tip development director user interface letter new leadership community broadcasting support upgrade planned giving donor attrition rate government grants grassroots campaign donor retention rate repeat donors Constant Contact giving history In-Kind gifts #GivingTuesday upgrading donors gift entry ticketsales features office Tickles Resiliency letter templates disaster relief ROI foundations memorial giving how to handle auction gifts new version reports communications on site training Reminders spreadsheets charity golf tournaments case study general campaign management giving levels donor contact information appeal letters donor source Importing Data overview online donations how-to videos in honor of donations endowment campaign gift acceptance policy gift notes field operational costs relationship tracking new nonprofit operating systems community supported gardens small donations Excel major gift prospects accounting software social media backing up data increasing giving amounts Codes GoFundMe project corporate sponsors board members password protection PayPal spare fields appeal event management holiday letters volunteers Reporting to IRS merge fields holiday giving mission driven donor relations updates security GivingTuesday brick campaign Donor Portal campaign fundraising letters vacation phoning donors holiday passwords the Ask lapsed donor FundRaiser Hosted nonprofit fundraising donor attrition building donor relationships fundraising donor slip training Company culture Thank You correspondance entering auction gifts solicitors texting donors happiness donor retention welcome packet Alternative Addresses grants donor prospects customer service understanding giving trends annual campaign auction Cloud ticket sales Congratulations tribute gifts data analysis Crowdfunding Campaign salutation Personalizing pictures recurring gifts Volunteer module donor loyalty importing csv email annual maintenance plan mailing user spotlights merge notes Facebook new features product news add ons banquet technical support tech tip custom page membership programs look and feel capital campaign donor engagement major donors budget announcements Facebook campaign personalizing letters Task List flash sales new donors segmenting donors animal rescue word processor Thanksgiving SYBUNTS mode code donor preferences moves management donor donor profile monthly giving membersip benefits prospects transparency data entry customer portal National Change of Address Snow Birds donor recognition correspondence large donations motivation New Year FundRaiser Spark Network for Good data conversion online donations volunteering FundRaiser Basic publicity materials arts change of address updating tax summary letters pledges

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