Data Import: Updating existing donation records in bulk
Data Import - Update existing donation records
Within 360MatchPro, you have the ability to update donation records in bulk to make it easier for your team to view records in 360MatchPro and ensure they are up-to-date. Because 360MatchPro, doesn't automatically update the Pending Payment and Match Complete statuses, the fastest way to update those statuses in bulk is by using the data import feature to update donation records. You can access this feature by navigating to Data Import/Export --> Data Import --> Update Records. To learn more about donor statuses, view this article.
Sample CSV File
You must include the column titles just like the sample CSV file, even if you don't have company information for a donation record. The columns that need to be included in the CSV file include:
- First Name
- Last Name
- Company Name
The fields that can be updated through the CSV import feature are the following:
- Campaign name
- Phone number
- Donor's first name
- Donor's last name
- Company Name
You can only update statuses if it is moving forward in the donor journey: Unknown Employer --> Ineligible --> Waiting for Donor --> Match Initiated --> Pending Payment --> Match Complete. Donor statuses can't be updated moving back in this donor journey. For example, if a donor's status is currently Match Initiated in 360MatchPro, you can't move their status to ineligible through the use of this Data import feature.
The field that can't be updated through the CSV import feature and must remain the same in the file:
- Donation identifier
- Donation amount
- Donor's email address
- Donation date (timestamp)
Once you've imported your CSV file full of donation records, you have the option of mapping 360MatchPro fields with your CSV file fields.
If you have followed the same field names within your CSV file, as it is shown in the sample CSV File. Click "Next" to bypass this step.
However, if you did not follow the same field names with your CSV file, as it is shown in the sample CSV File. You have to map 360MatchPro fields with the fields in your CSV file. Below is a screenshot of the field mapping:
Click "Next" to move on to the next page.
360MatchPro will map any company names based on if the company is included in our matching gift database. You have the ability to keep or not keep the company name.
Next Import the CSV File by clicking on the "Import Data" button.
Undoing a CSV Import
It is important to keep in mind that you can't undo an updated donation record. Once you upload a csv import of updated records, that action can't be reversed. The only option would be to update a new CSV file with the change you'd like to make.
A new screen will direct you to your CSV Import History and will show you the following information:
1) The name of your CSV File
2) The date the file was uploaded
3) The Import Summary that includes donation records updated successfully, failed to be updated, and duplicates.
Getting Started: Data Import Overview
Data Import You can manually upload donation records into 360MatchPro by using a CSV file. This feature is useful if you have any offline or historical donation records and like to import those donation records into 360MatchPro so automated matching ...
Data Import: Triggering Outreach
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Data Import: Mapping Companies
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Understanding Individual records
Each donation record includes the following information: Donation date First and last name of the donor Donation amount Donor’s email address Phone number (if applicable) Company name (if applicable) Donor Status Campaign name Donation identifier ...