CiviCRM Contact Management

Grow your audience by importing contacts from Donor Platforms

Submitted by Mick Collopy on Wed, 01/25/2023 - 09:55

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

Play Australia

Play Australia is committed to promoting the value of play and increasing play opportunities for children, young people and families throughout Australia.

They are a membership organisation, communicating to members and the wider public through their Drupal/CiviCRM platform, through which they manage memberships, events and mailings.

Hosted on Amazon Web Services, their digital assets also include https://www.playgroundfinder.com/

Genealogical Society of Victoria

The Genealogical Society of Victoria use Drupal and CiviCRM to manage memberships, events and mailings.

The GSV is a not-for-profit organization formed in 1941 to encourage and assist people with their family histories. This mission continues today with members from throughout Australia and overseas.

Originally based on Joomla, a migration project not only successfully converted their site to Drupal, but also streamlined their content, and workflows to maintain the site and their membership base.

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