Unless your organization is just starting out, you'll have important data on your contacts and their transactions or volunteer history that you need to import into Keela. This data can be in a spreadsheet or two or come straight from another CRM system. Import this data into Keela for safekeeping and so that you can have a thorough record of your contacts and their transactions - all in one place!
We make it as simple as possible to import your data into Keela by providing step by step instructions and templates. The best part is, we also offer a complimentary data review once you've prepared your spreadsheets according to our instructions. We definitely recommend taking advantage of this service on your first few imports, just so you can have the peace of mind that everything will be imported just as you like it! To take advantage of this free service, send your spreadsheet to firstname.lastname@example.org.
A few tips to get you started:
- Check out our Introduction to the Import Data Process article for an explanation of how the entire process works as well as general advice for cleaning up your data!
- Check out our 5 Tips For A Successful CRM Migration of Your Nonprofit Data
- Always start with a Contact Import first so Keela can properly merge your contacts.
- If importing data from another CRM, use the Contact ID to allow for easy duplicate matching in Keela. Keela will also provide the contact a new ID upon import but will store the old one in the background for any future matching.
A note on duplicates: Our Importing Your Data article goes over how any duplicates are handled during the import process. If there are duplicates that weren't caught through this process not to worry as you can easily Managing Duplicate Contacts right in the system!
If you have data on email preferences for your contacts be sure to understand the email preference choices available in Keela - Managing Email Preferences for a Contact.
Recurring Donations - refer to this article here if you have recurring donations you need to move to the Keela system - Moving Recurring Donations to Keela
Mailchimp Data - consider using the Mailchimp Integration to bring your contacts and historical Campaigns to Keela.
Buckle up and let's get started with imports!
- Introduction to the Import Data Process
- Formatting Your Contact Data Spreadsheets
- Formatting Your Donation Data Spreadsheets
- Formatting Your Revenue Data Spreadsheets
- Formatting Your Volunteer Data Spreadsheets
- Importing Your Data into Keela