Data Import
We can import your existing data to Zeffy (formerly Simplyk) to have all your donors information centralized.
To import your information, you'll need to create an excel spreadsheet with the information below. We have provided templates with the right format. You can then email the sheet to [email protected] along with your account email address.

Donors Import

Import a list of your donors to Zeffy. They will appear in the section "Contacts" of your dashboard, which will allow you to track donor activity and history.
Column title
Cell Format
Required
Default
email
text
empty*
firstName
text
lastName
text
language
FR or EN
EN
companyName
text
empty*
notes
text
empty*
phone
text
empty*
birthdate
dd/mm/yyyy
empty*

Tips on required fields:

  • Only the first name and last name (first Name, last Name) are required
  • If you do not have other non-required information, simply leave the cells empty.
  • If the information about language is not specified, it will be set to EN as default.
Here is a Google Sheet template that you can use to prepare your data for Donors Import: https://docs.google.com/spreadsheets/d/1oZWqPD1je9mZYU9a8qrsCe2gqVAsZOjckSeXTBsKrZ4/edit#gid=0

Advanced Tips for Donor Import:

  • If you want to link donors with a specific Donation Campaign or Event, you can do an additional Transaction Import (see Advanced Tips below on Transaction Import).
Once your file is ready, you can send it to [email protected] and ask for your Donor Import.
Your list of Donors will be imported to the section "My contact" of your dashboard

Transaction Import

Import a list of your transactions (donations or tickets) to Zeffy which will allow you to track all transaction history on your Zeffy dashboard.
  • If you import a list of donations, this data will be added to the sections Donations > My donations of your Zeffy dashboard.
  • If you import of list of tickets (events, memberships, e-commerce etc...), this data will be added to the section Tickets > My Sales of your Zeffy dashboard.
An imported transaction will create a contact that will be added to the "Contacts" section of your Zeffy dashboard. If a contact already exists in your Zeffy database with the same email as provided for the transaction import, there will be no duplicate and the transaction will be associated with the already existing contact.
The fields needed for the Transaction Import are marked as "Required" in the table below.
Fields
Cell Format
Required
Default
email
text
empty*
lastName
text
firstName
text
locale
FR or EN
'EN'
amount
number
phone
text
date
YYYY/MM/DD
now()
address
text
city
text
postalCode
text
state
text
empty*
country
text
type
donation or ticket
paymentMethod
card or cheque or transfer or unknown or free or manual or pad or applePayOrGooglePay'
unknown'
formTitle
text
receiptUrl
text
empty*
ticketUrl
text
empty*
rateTitle**
text
empty*
receiptNumber
text
1234
companyName
text
empty*
*If you do not have information for this type of entry, you can simply leave the cell empty.
**Transactions are matched by email, all transactions without an associated email will create a new contact**

Tips on required fields:

  • type can be either donation or ticket, depending on the transaction
  • The address, postal code, city, country are all mandatory fields : you may enter a "Default Address" if you do not have this information.
  • formTitle is the reference name for your Transaction Import. Example: "Donations 2020" or "Virtual Gala 2020". You may call it "Import form" if the transaction is not associated with any form.
  • **rateTitle is only required for a Ticket Transaction: this is the reference name of your Ticket Transaction. Example : "Single Ticket Virtual Gala 2020" or "Family Ticket Virtual Gala 2020".

What information you will be able to filter:

  • You will be able to search your contact list by entering their first name and/or last name
  • You will be able to filter all donations depending on the amount given
  • You will be able to filter all donations or all tickets transactions
  • You will be able to filter donors per postal code or city
  • You will be able to filter all imported transactions using the reference name "formTitle"
  • You will be able to filter per last transaction date

Advanced Tips for Transaction Import:

  • In case you do not have the history of donations / ticket purchase for a contact:
    • You can add in one line the sum of all donations given by one contact
    • You can add in one line the sum of all tickets purchased by one contact
  • If you want to link a donor to a past event or donation campaign, but do not know how much they contributed : you can enter a transaction at 0$ and specify the Event or Donation in "formTitle".
  • If you know when your donor gave a last contribution, but do not know how much they contributed : you can enter a transaction at 0$ and specify the date. You will be able to see this contact when you search past donors using the filter "last transaction date" in the section "Contacts" of your Zeffy dashboard.
  • If you have additional information on donors (phone number, birthdate, spouse name...), you can include it as a note.
Here is a template that you can use to prepare your data for Transaction Import: https://docs.google.com/spreadsheets/d/1M5sc66yftYYwYSVDaaKbY9FX6j828yshD-Clx4s88G8/edit#gid=0
Once your file is ready, you can send it to us at [email protected] and ask for your Transaction Import.