Manually export from GiveSmart Events to Import into Donor CRM

Copy your reporting data from GiveSmart Events to GiveSmart Donor CRM with a few simple clicks.

Settle Remaining Balances

The first step is to ensure there are no outstanding balances for your event.  View the Outstanding Balances report by

• Selecting Reports from the Admin Navigation, and choose Balances from the dropdown
• If there are any balances remaining as Pending or Unpaid, please settle these balances before continuing 

Export Donor Data from GiveSmart Events 

 Locate and export the Donor CRM report on the Reports page. 

• Click Reports from the Admin Navigation, and select Overview
• Scroll to the Exports section, and choose Donor CRM

• Once selected, click Download Donor CRM Export Report (zip file) to download

• A zip file will download containing 2 CSV reports
  • Contacts 
  • Transactions

Exported Files

The Exported files will be two CSV (comma separated value) files in a zip. It is listed as "events-donorcrm-import.zip"  

You will need to unzip the file to have direct access to each of the CSV files for import.

In the Zip, the two CSVs will be:  

• events-contacts-donorcrm-import.csv  This includes the Donor CRM Fields for the contact information:
  • DONOR_ID
  • FIRST_NAME
  • LAST_NAME
  • CREATED_AT
  • ANONYMOUS
  • CONTACT_METHODS_DICT.CELL_PHONE
  • CONTACT_METHODS_DICT.EMAIL
  • ADDRESSES.0.ADDRESS1
  • ADDRESSES.0.CITY
  • ADDRESSES.0.STATE_PROVINCE
  • ADDRESSES.0.POSTAL_CODE
• events-transactions-donorcrm-import.csv  This includes the Donor CRM Fields for the gift information:
  • TRANSACTION_ID
  • DONOR_ID
  • GIFT_DATE
  • TY_DATE
  • THANK_YOU_METHOD
  • GIFT_AMOUNT
  • SOLICIT_NAME
  • SUB_SOLICIT_NAME
  • GL_NAME
  • CAMPAIGN_NAME
  • NOTES
  • FMV

Import Files

Now that you have exported the data from GiveSmart Events, visit your GiveSmart Donor CRM account to import the data.

• Click on Manage Data Import-->Data Import & review on the left
  

Import Contacts

• From the Data Import & Review section, click on Select a Template dropdown in the Import your Data box and select Events Contacts Template
  
  
  
• Browse for your file from your hard drive wherever you saved/downloaded it. For the Contacts import, you want to choose the events-contacts-donorcrm-import.csv and either drag and drop or click in the Browse for your File box to select from your folders.
• Click Upload File
• The following Warning will appear:
  
  
  
  
• The upload process will begin and once completed will return the following pop up:
  
  
  
• Selecting Review Import takes you immediately to the Import Review section. More details on that process can be found HERE
• You will also receive an email letting you know when the import is complete.
  
• You can check to see the new contacts in your Donors & Contact section.
  

Import Gifts

• From the Data Import & Review section, click on Select a Template dropdown in the Import your Data box and select Events Transactions Template
  
  
  
• Browse for your file from your hard drive wherever you saved/downloaded it. For the Contacts import, you want to choose the events-transactions-donorcrm-import.csv and either drag and drop or click in the Browse for your File box to select from your folders.
• Click Upload file
• You will see the progress bar and the following Done message
  
  
  
  
• Selecting Review Import takes you immediately to the Import Review section. More details on that process can be found HERE
  
  You will also receive an email letting you know when the import is complete.
• You can check to see the newly imported gifts in your Gifts > Gift listing section.