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
4350 Hits
Wait a minute, while we are rendering the calendar
large donations data analysis event management banquet support new version donor loyalty features nonprofit fundraising Facebook campaign recurring gifts Crowdfunding Campaign data entry giving history correspondance campaign welcome packet online donations motivation code donor retention rate security data conversion email Network for Good memorial giving announcements legacy giving SYBUNTS fundraising advanced tab Company culture PayPal annual campaign donor vacation letter templates moves management donor targeting giving levels community broadcasting Excel Congratulations donor attrition rate donor recognition Facebook new leadership corporate sponsors development director user spotlights community arts nonprofits donation history motivation donor engagement pledges Donor Portal campaign management change of address updating donor preferences alumni board members gift acceptance policy ticketsales donor retention customer service major gift prospects mission driven repeat donors operational costs texting donors Volunteer module relationship tracking role of nonprofits holiday donor prospects annual maintenance plan in honor of donations new nonprofit disaster relief grassroots campaign pictures appeal foundations National Change of Address thank you letters tech tip Codes updates operating systems add ons community supported gardens word processor appeal letters animal rescue budget planning mailing Constant Contact FundRaiser Basic merge notes charity golf tournaments happiness flash sales spare fields how-to videos Alternative Addresses donor contact information user interface donor profile anonymous donors tribute gifts passwords prospects GoFundMe project premiums online donations donor slip Resiliency solicitors small donations volunteers LYBUNTS Thanksgiving capital campaign direct mail volunteering building donor relationships accounting software raffle monthly giving FundRaiser Hosted GivingTuesday tax summary letters understanding giving trends general New Year letter membership programs Reporting to IRS In-Kind gifts Thank You membersip benefits adding personal notes to letters government grants the Ask follow up #GivingTuesday holiday letters Personalizing salutation reports endowment campaign Tickles publicity materials donor advised funds fundraising letters social media donor source personalizing letters NCOA processing training brick campaign correspondence customer portal new features password protection segmenting donors product news donor relations arts look and feel entering auction gifts increasing giving amounts Importing Data office major donors on site training how to handle auction gifts upgrade gift notes field phoning donors gift entry communications membership benefits targeted mailings merge fields Groupings importing csv technical support backing up data transparency spreadsheets FundRaiser Spark upgrading donors overview auction ROI planned giving training tip grants Reminders custom page Cloud End of Year Letters donor attrition new donors Snow Birds mode code Task List holiday giving ticket sales lapsed donor case study

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