We know that donation management can be a big task, so we've made it easy to import your historical donations into Keela.
Our Import tool lets you add information about your previous donations and merge it with existing Contacts profiles. Once you have your information in Keela, you can start working with it right away!
Import Your Donations
There are a few critical steps to a successful, clean import.
Prepare your Donation Data
The most important part of importing your contact information into Keela is ensuring that our software can understand your information and how it is organized.
Make sure that your donation data is prepared for import and that your list is saved as a CSV (comma separated values) file on your computer.
Start your File Import
Once you have your CSV file saved, navigate to Donations widget on your Dashboard and flip it open to view your recent donation history.
Click on the "Import" button at the top left of your screen, under the Donations widget title bar.
This will open to Step 1 of the import, "Choose File". From here, click the "Choose File" button and locate the CSV file on your computer. Select your file, and click "Open".
Identify Fields for Import
After opening your CSV file, the Import Donations screen will show an overview of your data under "Identify Fields", or Step 2 of the import.
If your CSV file included column titles in the first row, toggle the "File does not contain column titles" button so that it says "File contains column titles". This will move the information in your first row into the header, or column title, row.
Match your headers with the field that they represent by opening the "Select" drop-down list and choosing the correct column headings for the columns that you want to import. Click the "Next" button at the bottom right of your screen when you are finished.
In Step 3, Import, you can associate your donations based on Contact ID, Donor's Email Address, or Donor's Contact or Organization Name.
Contact ID and Email Address provide the most reliable association between your contacts and donations, since more than one donor may have the same or a similar name.
Once you're ready to complete your import, click "Submit".
I'm having trouble importing. What do I do?
If you're trying to import too much information into Keela, you may have difficulty importing successfully if the number of contacts being added through your donation records exceeds what is allowable through your current subscription plan.
Find out what to do if you go over the limits of your subscription plan.