NEW FEATURE REQUEST

Import

Showing 37

Confirmation step when deleting an import template

On "imports" the "delete" option and the "cancel" option are next to each other. If delete is selected, you do not get the pop up asking if you are sure you want to delete like you do when deleting a constituent. It would be great to get the same ...
over 1 year ago in Import 0 Not Prioritized

Download a pdf copy of the import file for a recently processed import

Confirmations of imports are good to double check amounts as well as constituents. Because right now they are only available in excel format, it allows changes to be made. A PDF format would create a report without changes
over 1 year ago in Import 0 Not Prioritized

Import constituent profile pictures and link them to the appropriate constituent

Mass upload pictures to constituent's timeline, specifically upload a different picture to each constitutent in our base
over 1 year ago in Import 0 Not Prioritized

Use default appeal when importing donations with missing appeal data

When uploading a csv of transactions, it would be nice to assign a field like "appeal" as the default for all transactions instead of needing to add a column to the spreadsheet and add the appeal to each. In many cases when uploading transactions,...
almost 2 years ago in Import 0 Not Prioritized

Add a description to each import template

Add a description to each import template so that you can document internal context like when it should be used.
8 months ago in Import 0 Not Prioritized

Use default fund when importing donations with missing fund data

Use default fund when importing donations with missing fund data
over 1 year ago in Import 0 Not Prioritized

Increase import limit to more than 10k rows

Increase import limit to more than 10k rows so that you can import higher volumes of historical data without splitting up your file.
over 1 year ago in Import 0 Not Prioritized