Importing donor and donation data

Many organizations have third-parties, such as volunteers or telemarketers, collect donations for them. Staff users can import donor and donation data into iMIS if it is saved in a file format recognized by iMIS (commonly referred to as the Donation Importer).

You can import donor information, donation information, or both at the same time. Each row contains donor information that the import process adds as a new contact or uses to update an existing contact if the donor is a person. It can also contain donation information that the import process adds to the contact.

Staff users can view information in the Review log files list about both donations that post successfully and errors in the import process. This import is limited to cash donations.