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Importing Data

Importing data doesn’t have to be scary. Looking for information on moving your data into Keela? This is the place for you!

Importing Data to Keela

  • Introduction to the Import Data Process
  • Importing Your Data into Keela
  • Import Validation Error Codes
  • Import Statuses

Data Import Formatting Guidelines

  • Formatting Your Contact Data Spreadsheets
  • Formatting Your Donation Data Spreadsheets
  • Formatting Your Revenue Data Spreadsheets
  • Formatting Your Volunteer Data Spreadsheets
  • Formatting Your Membership Data Spreadsheets
  • Formatting Your Interaction Data Spreadsheets

Best Practices for Your Data Import

  • Exporting from a Third-Party System
  • Moving Your Existing Recurring Donations into Keela
  • Importing Transactions From Another System After Initial Import
  • Updating Keela Contact Data via Import

Frequently Asked Questions

  • How does Keela manage pre-existing contacts with imported data?
  • What's the Difference Between Tags and Custom Fields?
  • What's the difference between Impact Area, Campaign, Source and Keywords?

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