Importing data into a new system can seem challenging. These tips should help in making the process go smoothly with importing your activity data to DonorDock.


Important Information for a Successful Import:


  • Do not change the column headers (formatting, spacing, naming convention), as this will cause issues with your import
  • Copy the data from your source file and paste into the appropriate columns in the template.
  • The import file type must be CSV in order to import it into the DonorDock system
  • The import is limited to 10,000 rows per import job. Multiple imports of data are allowed
  • Review the allowed values for each field in the table below. Any field can be left blank and will be ignored during the import.
  • If a contact is not found, or an activity id is not provided, the row will be skipped.


Import File Format


Field Name
Description
Allowed Values
Requirement
DonorIdA unique ID for the donor. If importing from an external system, this can be the external ID. If importing activities for contacts from DonorDock with bulk edits, this can be the DonorDock DonorId.AlphanumericOptional
AccountNumberThe account number for a contact. If the account number exists in DonorDock this can be used to import updates to existing contact records.AlphanumericOptional
EmailThe email address of the donor. Will be used to find a matching contact to associate the activity to.Valid emailOptional
ActvityIdIf updating an existing activity from DonorDock, you can add this field to find the existing activity.AlphanumericOptional
TypeThe type of activity.PHONECALL, LETTER, MEETING, TASK, EVENTATTENDANCE, VOLUNTEER, ASK, LOGEMAILRequired
SubjectThe subject of the activity.AlphanumericOptional
BodyThe body of the activity.
AlphanumericOptional
ActivityDateThe date of the activity. This would be the scheduled or due date for a future activity, or the date that activity occurred for a past activity.Valid DateOptional
LocationAddressThe address for the location of a meeting.AlphanumericOptional
HoursThe number of hours volunteered.Numeric valueOptional
ActivityStateThe status of the activity.COMPLETE, INCOMPLETE, CANCELLEDRequired
CampaignThe name of the related campaign. A campaign will be created if one does not exist with this name.AlphanumericOptional
Appeal
The name of the related appeal.  An appeal will be created if one does not exist with this name. AlphanumericOptional
CompletionNotes
The notes about the completion of the activity.AlphanumericOptional
CompletionDateThe date the activity was completed.Valid DateOptional
OwnerThe email address of the system owner for the activity. This will also be who is marked as the user who completed the item. If not entered, the default contact owner will be used.Valid email address of a system user.Optional


How to import a file

  1. Download the activity import file template from the DonorDock imports page.
  2. Fill your data into the template, making sure to note the valid values and matching functionality found above. Save the file to a known location on your computer.
  3. Make sure to select Activity from the import type.
  4. Click the Upload Files button and navigate to the template file that you saved.
  5. The file will show pending during the import process. There is no need to stay on this page during the import.
  6. Once complete, the system will show how many of each record type was imported, along with any errors. If any errors occurred during your import, contact DonorDock support to assist.