When migrating or importing from an existing system over to GivePulse, we offer a CSV template that allows us to help you migrate group data seamlessly.
Note: If needed, our team can assist to review and clean the data before the import.
If there was specific user data you wanted to import, e.g., user data, GivePulse offers a convenient self-import ability where you may import an excel (.csv) of users into your group and manage them. The excel would have to be in the '.csv' format. The columns that are acceptable for the import to work includes: First_name, Last_name, email, and num_service_hours (which is optional). When an excel is uploaded, you will have the option to email all the users about their new account creation. The accounts created through the import marks all newly created accounts as "onboarded" but inactive accounts.