Moving your data

Moving your Data

Wondering how to get your current data into FundRaiser? There are two options: Importing and Data Conversion.

Importing your Data

All three FundRaiser programs come with built-in import utilities that will make it easy for you to import donor information from a comma delimited or a CSV file. You can easily import donor demographic information like names, addresses, notes and codes. You can also import up to two donations per donor using the built-in import options. This is a good solution for organizations without extensive giving history for their donors, or organizations with mostly one-time donors. Many organizations who use this option choose to have volunteers manually enter any past giving history that didn't come through with the import.

Converting your Data

If your database contains a lot of donors with multiple donations, or multiple types of donations, such as pledges or memberships, then you might want to consider a custom Data Conversion. During this process, you will work closely with one of our Data Conversion experts to convert all of your existing data into FundRaiser. You will have multiple opportunities to determine where in FundRaiser your data should go in order to be most useful for you, and the final product is 100% satisfaction guaranteed. Learn More

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