How can we help?

In the Contact Book in the Fundraiser Dashboard, contacts may be imported directly from a CSV document. To do so, follow these steps:

  1. Log in to your campaign site. You will be redirected to your Dashboard.
  2. Click the "Contact Book" tab.
  3. Click "Import Contacts"
  4. From the ensuing lightbox, download the CSV template by clicking on the link 'click here'.
  5. In your spreadsheet program, update the downloaded CSV with the required fields.
  6. Back in the Dashboard, select CSV file option in the lightbox.
  7. Click on the blue dotted area to browse the CSV file on your desktop
  8. Upload the spreadsheet file and review the uploaded contacts list.
  9. Once done, you should see the contacts in your contact book.

Also see Can I import my contacts from a previous campaign?