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. Please note that our team can assist to review and clean the data before the import if you reach out to us at email@example.com.
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. When importing your data, please make sure to include all the columns listed below:
Please note that we also have a downloadable template that will include all the necessary columns.
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 mark all newly created accounts as "member" but they will still need to claim their accounts.