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  • Connect a payment gateway
  • Embed the donation form on your website
  • Invite your team and set roles

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  • Which payment gateway should I use?
  • Set up recurring giving
  • Let donors cover processing fees

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  • Import your donors from a CSV
  • Find and merge duplicate donors
  • Segment donors for a campaign

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  • Generate year-end tax summaries
  • Customize your receipt branding

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  • Enable two-factor authentication
Help center/Donors & data/Import your donors from a CSV

Import your donors from a CSV

Donors & data · 3 min read

Bring your existing donors and giving history over with smart column mapping and duplicate detection.

DonorsBase accepts CSV imports for donors and historical donations, so year-over-year comparisons and lifetime totals stay intact when you switch.

Importing

Go to Donors → Import and upload your CSV.

Map your columns to DonorsBase fields: the importer matches existing donors by email as it runs. Afterward, open Duplicates from the donor list to catch any remaining near-matches by name.

Run the import. You can re-run it as many times as needed.

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More in Donors & data

  • Find and merge duplicate donorsKeep one clean record per supporter so giving totals and receipts stay accurate.→
  • Segment donors for a campaignTarget the right supporters using tags, giving history, recency, and fund interest.→
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