Importing GiveWise Donor Data into DonorPerfect CRM

This guide walks you through a simple manual process to export donor data from the GiveWise Charity Portal and import it into your DonorPerfect CRM using a properly formatted CSV file.

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Overview: What You’ll Need

From your GiveWise Charity Portal you’ll export you Gifts Activity Data as a CSV file:

Once downloaded open and you will need the information from the columns below:

• Donor Name

• Email Address

• Purpose of Gift

• Sent Date

• Gift ID

• Amount

These fields will then be mapped to DonorPerfect’s import requirements using a CSV format.

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Step 1: Export Only “Sent” Gifts from GiveWise

1. Log in to your GiveWise Charity Portal.

2. Navigate to the Gifts tab.

3. Use the filters to select only gifts where the State = Sent.

   • These are gifts that have already been processed and are ready for import.

4. Click Export CSV.

5. Save the file (e.g., givewise_sent_gifts.csv).

Ensure your CSV includes:

• Donor Name

• Email Address

• Purpose of Gift

• Sent Date

• Gift ID

• Amount

⚠️ Important: Only gifts marked as “Sent” should be imported into DonorPerfect. These represent completed transactions that have been disbursed to your charity.

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Step 2: Map & Prepare Your File for DonorPerfect

You’ll now reformat the data to match DonorPerfect’s field structure.

GiveWise Field	DonorPerfect Field	Details
Donor Name	DonorFirst / DonorLast	Must be split into separate columns
Email Address	EmailAddress	No changes needed
Amount	Gift	“Gift” is DonorPerfect’s donation amount field
Sent Date	GiftDate	Format: YYYY-MM-DD or MM/DD/YYYY
Purpose of Gift	Solicitation / GLCode	Use this to populate both required fields
Gift ID	GiftID	Optional, but recommended for tracking
(new field)	GiftType	Manually enter “GiveWise” to identify the donation source
(new field)	DonorID	Must be created in DonorPerfect if donor doesn’t already exist

⚠️ Important: DonorPerfect requires a Donor ID. You must first create donor records in DonorPerfect and assign them IDs if they don’t already exist.

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Step 3: Use the DonorPerfect Import Template

Here’s the required CSV structure:

CopyEditDonorID,DonorFirst,DonorLast,EmailAddress,GiftDate,Gift,GiftType,Solicitation,GLCode,GiftID

✅ Sample Row:

cssCopyEdit12345,Jane,Doe,[e-mail],2025-06-24,150.00,GiveWise,Annual Campaign,Annual Campaign,GW-00123

You can create this file using Excel, Google Sheets, or another spreadsheet tool. Be sure to save it as CSV (UTF-8) before uploading.

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Step 4: Import to DonorPerfect

1. Log in to your DonorPerfect account.

2. Go to Tools > Import/Export > Gift Import.

3. Upload your formatted CSV file.

4. Map each column to its matching DonorPerfect field.

5. Run the import preview and check for any issues.

6. Finalize the import.

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Data Handling Tips

• Encoding: Save CSV files in UTF-8 format.

• Currency: Remove $ symbols and commas from amounts.

• Date Format: Confirm it matches your DonorPerfect settings.

• Consent: Ensure donor data is used according to privacy laws (e.g., PIPEDA).

• Reconciliation: Double-check total donation amounts between systems.

• Security: Delete files from your computer after import unless secure storage is required.

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Embedded Table for (Ready-to-Copy)

Here is what your table should look like. Below are instructions for easy duplication.

DonorID	DonorFirst	DonorLast	EmailAddress	GiftDate	Gift	GiftType	Solicitation	GLCode	GiftID
12345	Jane	Doe	[e-mail]	2025-06-24	150.00	GiveWise	Annual Campaign	Annual Campaign	GW-00123

Easily Duplicate This Table for DonorPerfect Import

You can quickly prepare your import file by copying the table below into Excel or Google Sheets, updating the donor information, and exporting as a CSV.

Instructions:

1. Copy the entire table below.

2. Paste it into a blank Excel or Google Sheet.

3. Update the donor and gift details for your organization.

4. Ensure all gifts have a DonorID and the GiftType is set to GiveWise.

5. Export the file as CSV (UTF-8) for uploading to DonorPerfect.

markdownCopyEdit| DonorID | DonorFirst | DonorLast | EmailAddress         | GiftDate   | Gift   | GiftType | Solicitation     | GLCode            | GiftID    |
|--------:|:-----------|:----------|:----------------------|:-----------|:-------|:---------|:------------------|:------------------|:----------|
| 12345   | Jane       | Doe       | [e-mail] | 2025-06-24 | 150.00 | GiveWise | Annual Campaign   | Annual Campaign   | GW-00123  |

⚠️ Only include gifts marked as "Sent" in your GiveWise export. These are donations that have already been processed and disbursed to your charity.