How to: Import Event Participants

Import participants into an existing event from an Excel spreadsheet.

How to: Import Contributions

Whether from an external database, fundraiser banquet, or will likely someday want to import financial transactions. Watch the "Importing Contacts" video first, but then return to see the next step here.

Introducing... Importing Contacts

Most people arrive at CiviCRM with at least a little bit of data from somewhere else, even if it's just an Excel spreadsheet. Without covering the limitless possibilities of the types of data you might import, this video shows the best practices for importing contacts (Individuals, Households, Organizations, etc) into CiviCRM along with their basic information: address, phone, email and so on. I'll discuss dedupe rules, import settings, data cleaning tips, building relationships when you import... and the best ways to avoid making a mess as you transition to CiviCRM.

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