Dear Bill,Thank you for your inquiry about the CSV Import functionality in Joom Donation.CSV Import is a straightforward feature of Joom Donation that allows you to easily import donation data from CSV files into your system. This tool is designed to streamline the process of adding multiple donation records at once, saving you valuable time and effort.Here's how it works:
Simple 3-Step Process:
- Prepare your CSV file - Use the sample template I've attached here.
- Format your data - Ensure your donation data follows the column structure shown in the template
- Import via the tool - Simply upload your CSV file through the import interface, and the system will process all records automatically
Key Benefits:
- Bulk import multiple donation records simultaneously
- Standardized data format ensures consistency
- User-friendly interface requires no technical expertise
- Immediate data validation and error reporting
The sample CSV template includes all the necessary column headers and formatting requirements. Please make sure your data matches this structure exactly to ensure a smooth import process.If you have any questions about preparing your CSV file or need assistance with the import process, please don't hesitate to reach out. I'm here to help make your donation management as efficient as possible.Best regards,Dam
