How do I import historical giving data? Can I transfer mid-year?
Flocknote Complete
This guide showcases features available only for those subscribed to our all-in-one software solution, Flocknote Complete. If you would like to learn more about these exciting added features, click HERE. 🎉
Flocknote Complete Data Transfer
Need help importing all this info? We know you’ve got a lot on your plate, so we’ll transfer your data from another member-management tool for free. Our Data Specialists will work with you to import all your historical giving (and all your member data), 100% FREE!
Visit flocknote.com/data-migration to learn more and to get started.
Whether you're starting fresh for the new year or transferring historical giving data into Flocknote mid-year, we make it super simple with several ways to move your data over. This help guide explains how to import spreadsheets full of giving data when you need to add lots of donations/gifts at once. To learn how to add donations/gifts one at a time or in small batches, click here.
To import gifts in bulk with a spreadsheet
1. Go to the main Giving section from the left-hand sidebar, then click Batches.
2. Click the green Add Gifts button.
3. Click the gray Import a File button.
4. From there, simply upload the file ( in CSV or XLS format) from your computer (see example below). Please note that the only columns needed are the envelope number, fund designation, and the dollar amount given. You can also have a column for payment type and specific dates. You can also set it as one date by adjusting the Batch Date (see picture above).
We recommend formatting your spreadsheet like this:
If you've already added envelope numbers to all members' profiles that you're importing gifts for, your spreadsheet can look like this:
🚨IMPORTANT NOTE: Giving data is recognized by envelope number. If you have not added envelope numbers to member profiles, you will need to format your spreadsheet with an envelope number column + an email address column to identify the number and tell the system to add that envelope number to their profile. If you import data for an envelope number that does not yet exist in your network and you do not include an email address to attach it to, the data will not be added to a profile until that specific envelope number has been assigned. Once it's assigned, all historical imports with that envelope number will be added to that specific member's profile or household at that time.
🚨IMPORTANT NOTE: You cannot import negative amounts into Flocknote. If you have negative amounts in your giving data, make sure to remove those negative amounts before importing a batch.
For a more comprehensive demo of Flocknote Complete Giving features, check out this video:
Have any additional questions or need help? Feel free to email us at help@flocknote.com.