Tips and Troubleshooting

Importing information to your experience is typically simple. Following the tips below will help ensure a smooth process.

All Imports

Experience-specific information – All templates contain columns specific to your experience. Make sure to download the templates from the experience to which you will upload the information.

Changes to the template - Keep the column names when you download the template (changing them will cause the import to fail). Any changes to the column names, adding or deleting columns will cause the import to fail.

Required information - Only the columns with the information you selected as “required” in the experience setup will need to be filled out. Required information must be entered to complete a successful import. Columns that don’t pertain to your required information can be left blank. Here is where you can find the information marked as required.

• Participants and Teams - Team Fundraising page
• Offline raffles sales - Basics page
• A-Thon activity - A-thon page

Phone numbers – When entering phone numbers, only include the numbers. Do not include any parenthesis '()' or dashes '-'.

A-thons and Peer-to-Peer

Import teams before participants - You’ll want to make sure you’ve added all your teams before importing participants, as you can only import participants to teams already created. If you import a participant to a team that hasn’t been created, the participant will still be added to your fundraiser but not connected to any team. 

Enter the activity exactly as it is written in the experience setup – If you are running a jog-a-thon and have entered the activity as ‘Running Laps’ in the experience setup, this exact text is required on the import template. Using only ‘Running’ will cause the import to fail. You can find the text required under the ‘A-Thon’ page in your experience setup.

Goal Units – This field needs to be filled with a numeric value of the participant’s fundraising goal. Adding a “$” will cause the import to fail.

Ability to edit personal fundraising page – You’ll need to fill in the email address column if you’d like imported participants to edit and customize their personal fundraising page. Adding a participant email will enable them to track their progress, modify their fundraising page, view their donors, add their activity results, and more. If you don’t want your imported members to access these features, leave the email column blank.

When importing participants, you can send them an email notifying them that they are added to the fundraiser.

Here is the information included in the email:

• Link to their personal fundraising page
• Link to their participant dashboard
• Link to the table for entering their activity amount