Migrating to Zeffy: A Step-by-Step Guide

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!