Importing Data
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      Migrating to Zeffy: A Step-by-Step Guide

      Moving your organization's data to a new platform can seem daunting, but Zeffy makes the transition process straightforward. Here's how to successfully migrate your organization to Zeffy.

      1. Create your free Zeffy account and attend a demo session (or watch the recording) to ensure Zeffy meets your organization's needs.
      2. Preparing your data: Export your existing data from your current platform including donor/contact information and payment history 
      3. Format your data using Zeffy's import templates:
        1. Use the Payment Import Template for transaction history
        2. Use the Contact Import template for contact information
        3. Refer to this guide to import members and monthly donors
      Note: When you import payments, contact records are automatically created for each donor, so there's no need to do a separate contact import. 

      Important Considerations

      • Email Addresses: Emails are the primary identifier in Zeffy. Ensure email addresses are consistent to avoid duplicate records.
      • Required Fields: Some fields are mandatory for imports. Follow the template requirements exactly. 
      • Template Formatting: Do not modify column titles or add/remove columns from the import templates. 

      🚀 Once your data has been successfully imported, you'll be ready to use Zeffy! Create your first campaign and share your new Zeffy form with your contacts!