Review manually imported data, automated data flowing to GiveSmart Donor CRM from Events & Fundraise and manage your duplicate contacts from the Data Import & Review tab found in the left navigation.
Video Timestamps:
- 0:14 Download Templates
- 0:37 Import Templates
- 1:31 Review Import
- 2:28 Review Potential Duplicate Contacts
- 3:50 Review Potential Duplicate Transactions
- 4:27 Check Name Changes from Automated Imports
- 5:09 Manually Search for Duplicate Contacts
Important: All accounts will default to the recommended manual data review and the email will be sent to all Admin. To modify the setting or to adjust the recipient, visit Client Settings to learn how.
Review Data
If there is data available to be reviewed, a popup will also appear both after the data is imported and/or the next time an admin logs in. Clicking Review will take the admin to the data that needs to be reviewed. Once the Review button or the 'x' has been clicked, the popup will not appear again until there is new data for review.
Otherwise, to review your imported data, select Data Import & Review > Import Review from the left navigation.
Here you can review all imported/synced Contact & Transaction data prior to committing that data into Donor CRM. If there are Contacts available for review, those will need to be reviewed/actioned prior to reviewing Transactions.
To review the data, apply a data range, insert a filter or sort by column. All fields contacts and transactions will default to 'Import'. Select the Don't Import checkbox or select the 'All on Page' button at the top of the column to quickly select all visible fields on this page.
NOTE: Selecting the 'All On Page' button at the top of the Don't Import or Import columns will ONLY select all available line items on this page. Each page displays 50 line items. To select more, navigate to the next page and repeat for any contacts or transactions you wish to mark as Import or Don't Import.
Once your review is complete, click Confirm Import at the bottom right.
The number of records selected to import/not import will be noted on the following dialogue window, at which point you can select Cancel to be taken back to the review screen, or select Yes, Import Contacts to confirm the import.
IMPORTANT: By selecting 'Don't Import', these contacts and transactions will be removed from the data review file and will NOT be available for reviewing and modifying at a later date.
Synced Contact Updates
What does it mean when Contacts are highlighted yellow during the import review?
When a contact being uploaded/synced is recognized as an existing contact in Donor CRM, the row will be highlighted in yellow in import review indicating the contact will be updated (not duplicated).
This is letting you know that these contact profiles currently exist in Donor CRM, and may have new information associated with them.
If you upload an existing contact with no changes to any fields, it will not create a duplicate profile, and no changes will be made to the existing contact profile. If you upload an existing contact with changes to the contact information fields, the new information will be appended to the existing profile.
Important to Note: When a contact has been identified as an existing contact in your Import Review (highlighted yellow), additional fields will appear for Existing First Name & Existing Last Name. If you choose to import the highlighted contact, the First Name and Last Name noted in their respective columns will override the existing name.
Import Data
Manually import data to GiveSmart Donor CRM by choosing Data Import & Review from the left navigation.
Begin a new import by selecting a template to download. Choose between Contacts Template or Transactions Template, and select Download.
Donor_CRM_Contacts_Template.xlsx
Donor_CRM_Transactions_Template.xlsx
NOTE: The template is an Excel file (.xlsx). There are guided instructions at the top of the template that will assist you in filling out your template for proper upload. Do NOT delete Rows 1-3 of the template as they are necessary for ensuring your data is uploaded properly.
Once your template has been successfully populated with the data you wish to upload, save the file as an Excel file. Once saved, return to the Data Import & Review page and select which template you are uploading in the Import Your Data section.
Once the file is uploaded you will receive a popup notification with additional guidance and confirmation. If you have opted to review all data upon upload, you can do so by clicking the Review Import link in the popup and follow the steps in the Review Data section listed above.
Important to Note: Errors identified on the manual import will both be shown in a popup in platform and the admin attempting to upload the data will receive an email notification.
Merge Duplicates
Easily identify and merge duplicate contacts & transactions in Donor CRM with our merge options. Find out how to merge duplicates here.
