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 gift emails are sent to those donors. The data import feature is now a two-step process where you can import the CSV File then select which email streams you'd like to send matching gift emails to. You also view an import history that includes: 1) Total number of donation records Imported, 2) Total number of donation records that failed to be imported, 3) Total number of donation records that are duplicates and won't be imported.
Sample CSV File
Instructions for the CSV File that you want to import include following the same formatting as the sample CSV File within your account. The columns in your CSV file MUST match that of the sample CSV file, or the donation records and mappings will not be correct. To view the sample CSV file, click on "View sample CSV File."
You can view this sample CSV file in a google sheet or excel file to see the correct columns that need to be included.
The columns that need to be included in the CSV file include:
- First Name
- Last Name
- Company Name
You must include the column titles just like the sample CSV file, even if you don't have company information for a donation record.
Please note: Company name is the only column that can be left blank for donation records within the CSV file for the file to be imported properly.
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
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 option to undo a CSV file import if you'd like to do so (You can only undo a CSV file import before sending emails).
4) The email streams with the option of sending emails to specific emails.
5) An import Summary that includes donation records that are the following: imported successfully, failed to be imported, and duplicates.
Select Automation Streams
After you've imported the file, you can then select the boxes if you'd like to send automated matching gift emails to these donors, based on their eligibility. Click
We recommend sending matching gift emails to the following email streams:
- Match Eligible
- Unknown Employer
Undoing a CSV Import
If you've imported a CSV Import by mistake, you have the ability to undo a CSV file after importing it. Click on the "Undo button" in red. See below:
You can only undo a CSV Import BEFORE you send out automated matching gift emails. If you send out automated matching gift emails, you don't have the ability to so after completing that process.
Updating Records through Data Import
You can update existing records in 360MatchPro through the Data Import feature.
Navigate to Settings --> Data Import --> Select "Update Records."
Next, download the sample file for updating records. Ensure your CSV file matches the format of the sample file.
Follow the mapping to ensure the fields in your update CSV file align with the correct corresponding fields in 360MatchPro.
Proceed to map companies the same as you would when uploading new data, then select "Import Data" to complete your update!
Notes and recommendations for updating records through CSV import:
- If a cell in your update CSV file is blank and the corresponding record in 360MatchPro has a value in that field, the blank value will not override the current value.
- You cannot update the status of a record that is marked "ineligible."
- We recommend downloading the records you intend to update directly from 360MatchPro, updating them, and then going through the update import process. This approach greatly reduces errors compared to putting together your update file from scratch. Learn more about CSV data export in this article.
You always have the ability to view your organization's import history. Navigate to Settings --> Data Import --> Click on "View Import History."
To import another CSV File, click on "Import Another CSV File."
If there was an error with your CSV upload, you can view any errors by downloading your error report. To download the error report, navigate to "Import History," then to the column titled "Details." Locate the row of your import, and select the "Download errors" link in the "Details" column.
This is a closer look at the "Details" column, with the "Download errors" link highlighted with a red box:
When you select the "Download errors" link, a CSV file will download. This file is an exact replica of the file you uploaded, along with an additional column, called "error-message," appended as the last column to the right. The possible values in that column are:
- duplicate - The donation identifier already exists in 360MatchPro. This record will not be imported. [Only applicable if you're uploading a new file, not updating records.]
- not found - The donation identifier does not exist in 360MatchPro. This record will not be imported. [Only applicable if you're updating records, not uploading a new file.]
- invalid status - Either of the following cases are true. The record will not be updated with the new status. [Only applicable if you're updating records, not uploading a new file.]
- You are trying to change a status to a precious one in the timeline. Status can only advance, not go backwards. For example, a donor who has already submitted their gift cannot be marked as awaiting donor action. Reference this article for more about donor statuses.
- You are trying to changing a status from or to "ineligible." This is not allowed via CSV upload.
Note that some error messages will only appear when you are uploading a new CSV file, while others will only appear if you're using the CSV upload feature to update records that are already in 360MatchPro.
Training Video: Data Import