Needing To Import Data From Fundraising Websites?
Is your fundraising department looking at moving beyond your website and offering multiple solutions to your donors and fundraisers? Are they looking at taking advantage of peer-to-peer providers such as Everyday Hero and GoFundraise to not only leverage your current donor network, but to link into their connected network?
And now that they have signed up for these options, do they find it really difficult to manage those lists of donors and supporters in a meaningful way? Each of these providers will send at regular intervals lists of persons that have made donations and each provider has their own format and style of providing this information making it tedious and difficult to upload and de-duplicate that information into Salesforce.
Import Data From Fundraising Websites Easily
Import from Everyday Hero, GiveNow, GoFundraise and others sources directly into Salesforce, with confidence.
AAkonsult Payments has recently provided an upgrade that makes it as simple as 1,2,3:
- Upload the CSV file into Salesforce
Upload 10’s of thousands of rows in one go
- Review the upload
- Process the upload
This will merge with existing contacts, or create new ones. For file formats that provide fundraiser details, this will soft credit them and record the donations for the donors.
This all provides you a process that will take a couple of minutes, resulting in clean non-duplicated data and in a format that makes it easy for report/dashboards and future marketing opportunities.
Please see the import files page on our website https://www.payments2us.com/154/import-files-easily/ or see the related section in the user manual: https://www.payments2us.com/user-manual-3/import-files/