Import Data

You can import donation data into PowerWorker Engage with the Donation import wizard. The import wizard provides the following capabilities:

• Simplified navigation that walks you through the import process.

• Template to help you match import fields.

• Ability to monitor the import process while continuing with other work.

During the import process, the import wizard performs the following actions:

• If a donor does not already exist in PowerWorker Engage, the import wizard automatically creates a new contact record for them.

• All imported financial transactions are automatically linked to the donor record. The transactions are marked as completed, although the import process does not debit or credit any money from donor accounts.

• All records are imported and marked as active.

Preparing data for import

It is recommended that you use the Import Template made available in PwE. To download the import template:

1. Navigate to the Gifts area.

2. On the navigation panel, select Import Donations.

3. In the command bar, select the Get Import Template button.

You can import donation data using the original Excel or CSV file you downloaded from the source. To use the original file, follow the steps in Import donations with the Donation import wizard.

Warning: Ensure clean data

Before importing any records, ensure your data is clean, as all data are imported and automatically marked as active. You can preview the data before importing; however, once the records are imported, they will be live in the system.

Warning: Use the correct field formatting

The import template includes data validation on some of the columns to ensure that data is properly formatted for import. If you import without using the template, note the following requirements:

• You must express donation amount currency values using comma and decimal separators (for example, ###,###.##).

• You must express dates in month/date/year format (for example, MM/DD/YY).

Import donation

1. Navigate to the Gifts area.

2. On the navigation panel, select Import Donations.

3. In the command bar, select the Import Donations button.

4. The Donation Import wizard opens.

5. On the Upload page, either select the main panel to navigate to your CSV or Excel file, or drag and drop the file into the main panel.

After you select a file, the panel will display the following items:

• The source file name.

• Details of the uploaded file.

• Your PowerWorker Engage account name.

• The primary configuration record associated with your account.

6. Select Next to continue.

7. On the Review data page, a preview of the selected file appears if the file meets all the import criteria. Select Next to continue.

   6. If the file has no data or is too large, one of the following messages displays. Correct the source file and try again.

8. On the Required mapping page, you need to map the fields from your data source to the fields in PowerWorker Engage. You can save the mapping for future imports.

   8. The symbols at the end of the fields have the following meanings:

      

9. You must map the following mandatory fields:

   8. Transaction amount.

   9. Either Organisation or First Name and Last Name.

10. Select Next.

11. On the Additional mapping page, you can add any other fields detected in the source file. Map any fields that you want to upload into Powerworker Engage.

To save your mapping, select Create new data mapping at the top of the screen. Enter a name to identify the data source that you're using to import your data. The next time you import data using a file in this format, you can select the mapping name from the dropdown list, and it will automatically populate the required fields.

12. Select Next.

13. On the Error check page, a warning message appears if any fields in the source field aren't mapped. You do not need to include these fields if they aren't required.

14. Select Cancel to map the remaining fields or select Continue to start the import.

The data is checked to ensure that each column has the required the formatting.

Any errors found in the data source are highlighted. You can either Reupload the source file or select Next to continue without those fields. If there are any errors in the mandatory fields, you must fix the issues in the source file, then reupload the source file to continue.

15. Select Next.

16. The Confirmation page shows the status of your import.

17. Select Track my import to check the progress of the import.

Contact de-dupe

1. Select ‘Get Import Template’ on Donation Import list view.

2. The downloaded Import file has a column “Auto Create Contact”.

   1. Select ‘No’ for this column if you are importing a donation for an existing contact.

   2. Select ‘Yes’ if you are importing a donation for a new contact.

3. If ‘Auto Create Contact’ is set as No and there is no existing contact found in PwE, then PwE does not import the donation record.

4. If ‘Auto Create Contact’ is set as Yes and there is no existing contact found in PwE, then PwE creates a new contact and imports the donation record for a new contact.

Note: PwE checks the Contact de-duplication logic while importing a donation.

Link Payment Method

1. Select ‘Get Import Template’ on Donation Import list view.

2. The downloaded Import Template file has a column ‘Authorization Token’.

3. To import donation records of Gift Type Credit / Debit Card or Bank (Ach) or Direct Debit, refer to Payment Methods for the Donor as per screenshot below. Add “Authorization Token” for the Donor payment method on the Import Template file.

   

4. Add other required details of the donation transaction and import the data.

5. Once imported, the transaction record in PwE gets linked to the correct Payment Method as per the “Authorization Code”.