CRM: File Import

For organizations using GiveSmart Donor CRM to manage their donors, this guide will walk you through the process of importing your donor data to the donor management platform.  

Donor CRM has the ability to import contact/donor records, including Names, Addresses, Phone Numbers, Email Addresses and Custom Fields as well as one or many gift transactions related to each donor (Give Amount, Gift Date, Solicitation Method, General Ledger, Campaign, Notes and Custom Fields.)  

Click the link below to download the Import Guide. 

Download Instructions