Easily import contacts into CiviCRM from 3rd party platforms, by exporting them as CSV and importing into CiviCRM.
Requirement
- To centralise all contact data for understanding and future communications
- To be able to identify and contact past donors, personalise messaging
Challenge
- When using a third party donor platform, data is 'locked' in that system
- Many of the donors already exist in CiviCRM but this important transaction information is missing
- Therefore the ability to identify and segment based on donor recency and value is impaired
- Importing also has the risk of mismatches and creating duplicates
Solution
- Prepare the data for importing
- Import contacts matching on email address, selecting 'update' option to update latest mobile and street address
- Import Contributions, matching on contact email address