# Importing GiveWise Donor Data into DonorPerfect CRM

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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,jane.doe@example.com,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.

***

### 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.

***

### 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.

***

### 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       | <jane.doe@example.com> | 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.

```markdown
markdownCopyEdit| DonorID | DonorFirst | DonorLast | EmailAddress         | GiftDate   | Gift   | GiftType | Solicitation     | GLCode            | GiftID    |
|--------:|:-----------|:----------|:----------------------|:-----------|:-------|:---------|:------------------|:------------------|:----------|
| 12345   | Jane       | Doe       | jane.doe@example.com | 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.