How to Import Gifts into Existing Contacts
These are the steps to import new gifts into existing contact records using the Import Tool:
1. Using the Contact Report Writer, create a custom report by selecting any fields from the contact record that will be updated and ensure Account Number is also selected. The Account Number will guarantee that Eleo is updating the intended contact record and will add the new gifts to this specific record.
2. Download the report in Excel. You may add additional columns that were not part of the original downloaded custom report. Make any changes/edits to the data in the Excel file (Ex. Account #1782 for John Smith becomes John Smith at ABC Company with a $10.00 donation) and save the file.
- Please Note: Address, phone number, and email fields do not update. These fields will only add new data.
3. Review your file and then use the Import Tool under Settings > Import Tool > Import Data. If you have not used the Import Tool before, we strongly recommend having a Support Specialist on the line for your first time using it. The guides and templates located in the Import Tool along with the webinar on INSIDE ELEO – The Ins and Outs of the Import Tool will be useful for you when using this feature.
- On the Duplicate Match screen, please select ‘Exact Match’ for Account Number.
- On the Import Data screen, it will indicate the Contact ID Number that Eleo is importing into. This is separate from the Account Number field so please do not be alarmed as it will be successfully imported into the correct place.
- Contact Import ID Number is used by our Tech Team and can be found in the address bar in your internet browser here:
