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.
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.
Step 1: Export Only “Sent” Gifts from GiveWise
Log in to your GiveWise Charity Portal.
Navigate to the Gifts tab.
Use the filters to select only gifts where the State = Sent.
These are gifts that have already been processed and are ready for import.
Click Export CSV.
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.
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.
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,[email protected],2025-06-24,150.00,GiveWise,Annual Campaign,Annual Campaign,GW-00123You 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
Log in to your DonorPerfect account.
Go to Tools > Import/Export > Gift Import.
Upload your formatted CSV file.
Map each column to its matching DonorPerfect field.
Run the import preview and check for any issues.
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.
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:
Copy the entire table below.
Paste it into a blank Excel or Google Sheet.
Update the donor and gift details for your organization.
Ensure all gifts have a DonorID and the GiftType is set to GiveWise.
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 | [email protected] | 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.
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