Importing Data
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      Can I import data to Zeffy?

      To upload contact and transaction history information, you'll need to fill out our templates with the information below.

      We have 2 types of imports: contact imports and transaction imports, for which you will find the templates below. Please review the notes below to learn how to properly complete these imports to successfully upload your contact and transaction information into Zeffy.

      ➡️ Contact Imports

      ➡️ Transaction Imports

      Once your template is in the right format, you can email the sheet to contact@zeffy.com along with your account email address and our team will proceed with the import. 

      Please make sure to follow all the guidelines and formatting requirements for the import to work.

       

      Contact Import

      A contact import is when you only want to import your contact's information like first name, last name, email address, address, etc. 

      👉 Use this template:

      https://docs.google.com/spreadsheets/d/1o1T4QcTnELcOl2pJ4A56SZOG_LplEQ2r972uElhI6Bg/edit?usp=sharing

      • The list of your imported donors will appear in the section "My Contacts" of your dashboard, which will allow you to track donor activity and history.

      Data requirements

      Column title Cell format  Required or not Default (if left blank)
      firstName text REQUIRED will not import
      lastName text REQUIRED will not import
      email text not required empty
      locale EN or FR not required EN
      address text not required empty
      city text not required empty
      region text not required empty
      postalCode text not required empty
      country text not required empty
      birthdate MM/DD/YYYY not required empty
      phone numbers not required empty
      note text not required empty

       Example

      Other

      • Email is the primary identifier of a contact. If a contact is imported without an email and then an email is used by the donor to make a payment, they will have 2 contact pages.
      • If you do not have other non-required information, simply leave the cells empty. 
      • It is not possible to add columns to the template. Any custom-added columns will not be imported.
      • If you have additional information on donors (phone number, birth date, spouse name...), you can include it as a note.

      Transaction Import

      A transaction import is when you want to import your donor data as well as donation/purchase information. 

      👉 Use this template:

      https://docs.google.com/spreadsheets/d/1upG9JXg9mqJNkBSATjc_0eXZDAu-V0sco8_tNxC62m8/edit?usp=sharing

      • Import a list of your transactions (donations or tickets) to Zeffy which will allow you to track all transaction history on your Zeffy dashboard.
      • If you import a list of transactions, this data will be added to the section "My payments" of your Zeffy dashboard.
      • An imported transaction will create a contact that will be added to the "Contacts" section of your Zeffy dashboard. If a contact already exists in your Zeffy database with the same email as provided for the transaction import, there will be no duplicate and the transaction will be associated with the already existing contact.

      ⚠️ Formatting requirements

      The following formatting rules are required to properly import your data. The fields listed under "mandatory" are required. If they are left blank, we will not be able to import your data.

      Mandatory fields:

      • First Name: The firstName field should be populated with text.
      • Last Name: The lastName field should be populated with text.
      • Amount: The amount field should be populated with digits only. For example, 10,000.00 should be entered as 10000. Decimals will not be imported, the number will round up or down. If you don't have an amount but want the transaction imported, enter 0.
      • Address: The address field should be populated with text and/or numbers. If you don't have an address, feel free to type "unknown" or to enter a default address here.
      • City: The city field should be populated with text. If you don't have a city, feel free to type "unknown" or enter a default address here.
      • postalCode: The postalCode field should be populated with text and/or numbers depending on the city. If you don't have a postal code, feel free to type "unknown" or enter a default postal code here.
      • type: Type can only be "donation" or "ticket," depending on the type of transaction it was.
      • formTitle: Can be populated with text and/or numbers. This is the reference name for your Transaction Import.
        • Example: "Donations 2020" or "Virtual Gala 2020". You may call it "Import form" if the transaction is not associated with any form.
      • rateTitle**: Can be populated with text and/or numbers and is only required if the type of the transaction is ticket. This is the reference name of your Ticket Transaction.
        • Example: "Single Ticket Virtual Gala 2020" or "Family Ticket Virtual Gala 2020".
        • ** Is only required if type is ticket

      Non-mandatory fields: 

      • email: to be populated with text that corresponds to a valid email address format – example@mail.com
      • language: Refers to the language of the donor and can be either EN or FR. If left empty, it will import as EN by default.
      • date:
        • If you have a US account, dates should be formatted in MM/DD/YYYY
        • If you have a CA account, dates should be formatted in DD/MM/YYYY
      • state/province: This column can be populated with text and refers to the state or province of the donor's address.
      • paymentmethod: Any of card, cash, cheque, transfer, unknown, free, manual, pad, applePayOrGooglePay. We cannot import payment methods other than the ones listed here.
      • receiptURL: A valid URL to a receipt you want associated with this transaction.
      • ticketURL: A valid URL to an e-you want associated with this transaction.
      • receiptNumber: Can be populated with text and/or numbers.
      • companyName: Can be populated with text and/or numbers. The company name is a contact property. While your contact will still have a first and last name, the company name property will allow you to generate receipts under the name of the company rather than the individual.
      • note: The note can be any text. Notes will be associated with the contact record meaning they will show up on the contact's page.
      • annotation: The annotation can be any text. Annotations are associated with transactions and will show up only in the transaction details of the transaction in question.

      Summary

      Column title Cell format  Required or not Default (if left blank)
       firstName  text  REQUIRED  will not import
       lastName  text  REQUIRED  will not import
      amount number (####) REQUIRED will not import
      address text REQUIRED will not import
      city text REQUIRED will not import
      postal code text REQUIRED will not import
      country text REQUIRED will not import
      type  donation or ticket REQUIRED will not import
      formTitle text REQUIRED will not import
      rateTitle ** text REQUIRED will not import
      email  text  not required empty
      language  EN or FR  not required  EN
      date  MM/DD/YYYY or DD/MM/YYYY  not required  date of import
      state/province  text  not required  empty
      paymentMethod  card, cash, cheque, transfer, unknown, free, manual, pad, applePayOrGooglePay  not required  unknown
      receiptURL valid URL  not required  empty

      ticketURL

      		 valid URL  not required  empty
      receiptNumber numbers  not required  empty
      companyName text  not required empty
      note text not required empty
      annotation text  not required empty