Prior to migrating your CRM data into NonprofitCore, you'll need to clean and organize your data for import. To help make the import process go smoothly, there are some standard fields that need to be included.
Three separate Excel files are required to import your CRM Data: profiles, revenues, and notes. Profiles will include all individual, household, and organizations.
Below is a list of necessary fields for each of the CRM imports. There are also screenshots that show example data for each field within each import file.
File 1: Profiles
The fields listed below are required for your profiles import.
- First and Last Name, or Organization/Household Name
- Only enter First and Last Name, or Organization/Household Name.
- Profile Type - Individual, Organization, or Household
The fields listed below are optional for your CRM import.
- Emails - There can be multiple emails associated with a profile.
- Create separate columns for additional email addresses.
- Create separate columns for additional email addresses.
- Email Type
- Examples: home, work, or other.
- Phone Number - There can be multiple phone numbers associated with a profile.
- Create separate columns for additional phone numbers.
- Create separate columns for additional phone numbers.
- Phone Number Type
- Examples: home, work, mobile, other.
- Address Line 1 and Address Line 2 - There can be multiple addresses associated with a profile.
- Create separate columns for each of the additional addresses.
- You may need to zoom in your page to see the image below more clearly.
- You may need to zoom in your page to see the image below more clearly.
- Create separate columns for each of the additional addresses.
- Address Type
- Examples: home, mailing, work, other, or blank.
- City
- State - You can format this as the state's actual name or two character name.
- Upon importing your data, it will automatically label the state as two characters if it is not listed that way already.
- Example: Montana or MT.
- Postal Code
- Country
- If a country is not listed as part of your addresses, an error will occur upon import.
- Prefix
- Middle Name
- Suffix
- Do Not Solicit - True/False
- 1099 Vendor - True/False
- TID (Tax ID)
- Job Title
- Company Name - Only available for individual fields.
- Social Security Number - Only available for individual profiles. All nine digits of the SSN can be viewed with admin permission only.
- Anonymous - True/False
- Website - Only available for organization and household profiles.
- Created Date
- Designations - Designations can be set to specify additional properties for a profile.
- Designations include donor, volunteer, vendor, member, participant, attendee, and prospect.
- External ID - The ID number assigned to a profile from a previous system.
- Lists - A profile can be associated with multiple lists.
- If a profile is a member of multiple lists, the lists will be separated by a semi-colon within the Lists column.
The fields listed below are available for import for profiles that are funders.
- Description
- Area of Interest
- Website
- Custom Link
- Minimum Fund Amount
- Maximum Fund Amount
- Type
File 2: Notes
The fields listed below are required for your notes import.
- Note Label - If there is no note label, the first 25 characters of the note details will create the note label.
- Note Detail
The fields listed below are optional for your CRM import.
- Note Created Date
- Profile External ID - This is required if the note needs to be directly linked to a profile.
- Profile ID - This is required if the note needs to be directly linked to a profile.
- Opportunity
- Import Fields for Fundraising Migration contains additional information.
If you are having difficulties importing data or need additional help, reach out to Support.