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
- Prepare your data: Organize your data according to the data requirements outlined below, ensuring it meets both file and data requirements.
- 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.
- Complete Import: Head to the import section to finalize the process. Detailed instructions for this step are provided below.
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.
If this sounds like the right import for you, you can find the contact import template and more detailed instructions here: ➡️ Contact Import Template
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.
If this sounds like the right import for you, you can find the transaction import template and more detailed instructions here: ➡️ Payment Import Template