You can import donor information and their giving history into your Zeffy account
What data can I import into Zeffy?
You can upload contact data and contact giving history into your Zeffy account to manage historical and current transactions in the same place.
Contact data
A contact import allows you to import a list of contacts into your Zeffy account. You can import Contacts using an import file, or by linking your Gmail or Mailchimp contacts. The list of your imported contacts will appear under the "Contacts" section of your dashboard, found under the "Newsletter" tab of the menu.
To learn about each contact import method available, click here.
Payment data
A payment import allows you to import your supporters giving history and their contact information simultaneously into your Zeffy account, allowing you to manage historical and current payments all in one place.
Your imported payment data will appear in the "Payments" section of the "Fundraising" tab of your Zeffy account.
An imported transaction will also automatically create a contact that will be added to the "Contacts" section of your Zeffy dashboard, located under the "Newsletter" tab. 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.
You can find the payment import template and more detailed instructions here: ➡️ Payment Import Template
Data import FAQ
Can recurring transactions be transferred from another platform?
No, if you have donors with recurring monthly or yearly donations, or members with active renewal payments, it is not possible to transfer their payment information over to Zeffy to continue their payments.
Their recurring transactions will have to be stopped on the platform your organization is currently using and the donor or member will have to initiate their recurring transaction through a Zeffy form.
For assistance with transferring the historical recurring payment data into Zeffy and getting your supporters to begin their recurring transactions through Zeffy, click here.
Can payments be imported onto an existing form?
No, it is not possible to import payments onto an existing form. A payment import will create a new form found under "Archived."
To add payments received outside of Zeffy onto an existing form, you can use the manual payment feature. Click here to learn more.
Can custom contact fields be imported?
It is not possible to create custom fields on contact pages. If you have additional information that you would like to include about your contacts, you can use the "Notes" or "Tags" section of the Contact import file.
Notes are ideal for specific comments about a contact. Tags are useful for creating segments or groups of contacts (e.g. volunteers, board members, large donors, etc.)