Importing data into Zeffy

Manage your donor giving history in one platform by importing your contacts and payments to Zeffy

Importing contacts or payments into Zeffy involves a straightforward process. You'll have to start by completing our import templates provided below. Please make sure to fill out the templates exactly as indicated to facilitate a successful import.

Once your import sheet is ready, you'll be able to upload your .xlx file into Zeffy directly.

An overview of the import process

1. Prepare your data: Organize your data according to the data requirements outlined below, ensuring it meets both file and data requirements.
2. Review your data: Double-check the accuracy of your data before initiating the import. Although mistakes can be rectified through a redo, we recommend a thorough review to avoid any discrepancies.
   
3. Complete Import: Head to the import section to finalize the process. Detailed instructions for this step are provided below.

Contact Imports

A contact import allows you to import a list of contacts into your Zeffy account. You can import your contact names, emails, addresses, phone numbers etc to ensure your Zeffy CRM is up-to-date. 

The list of your imported contacts will appear in the section "My Contacts" of your dashboard.

Payment Imports

A transaction import allows you to import payments into your Zeffy dashboard, allowing you to manage historical payments and donations all in one place. 

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 also automatically 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, the transaction will be associated with the existing contact.