Leads and Pledges

Import leads and pledges

A detailed how to can be found here The list of filed headings can be found Here

Import or Update

This import can be used to either import a new lead or update a record. To update a record simply add the 'Pledge ID', this is the universal ID for any record of any type.

Please read these instructions carefully before importing data.

  • To import data, you must have Admin Operations permissions with read and write access to Imports.
  • You can use CSV or XLS/XLSX formats. You might find it easier to use XLS/XLSX.
  • Supporter Country Code - is ISO 3166 https://en.wikipedia.org/wiki/ISO_3166 or https://www.iso.org/iso-3166-country-codes.html e.g. 'US’, ‘GB’ or ‘AU’
  • Phone numbers will be validated on import using the Supporter Country Code. Evergiving will detect the national phone format and if you have dropped leading zeroes in your import add them back. Invalid numbers will reject the row.
  • Dates are all YYYY-MM-DD, as per ISO 8601 https://www.iso.org/iso-8601-date-and-time-format.html
  • Boolean values are ‘Yes’/’No’ or ‘True’/’False’
  • Currencies are ISO 4217 https://www.iso.org/iso-4217-currency-codes.html e.g. USD, EUR, GBP
  • All validated values are case insensitive e.g. you can import TRUE, True or true; USD or usd etc
  • Timezones are values in the tz database https://en.wikipedia.org/wiki/List_of_tz_database_time_zones e.g. America/Toronto, Europe/London, or Etc/GMT+5
  • Payment methods allowed are Card (or value contains ‘card’), Direct Debit (or value contains ‘bank’), Wallet, and Other. You can then add anything you like in the payment method type column, e.g. ‘PayPal’ or Apple Pay for ‘Wallet’

Do Not Call import

  1. You can import a file to create call records against a lead or pledge with the status of Do Not Call. This will prevent the record being called and can be used to update the record with notes.
  2. The fields you can import are: Email, Phone Number, Country Code, Private Notes, Wrap Notes
  3. A phone number or an email address is required in each row
  4. Country Code can be provided to validate numbers outside your account locale
  5. Phone numbers will be searched across all phone number fields
  6. Invalid numbers will be shown in the preview if your file is less than 5,000 records. We do not recommend importing files larger than 5,000.