Import/Batches

Batch importing lets you add multiple donations, credits on donations, pledges, installments, contacts and their relationships, households, organizations, notes, tickets, event attendees, or teams at once, saving time when entering historical data or migrating from another system.

What You Can Do

• Add donations in bulk - Enter multiple one-time donations at once
• Add pledges in bulk - Create multiple recurring pledge profiles
• Add installments in bulk - Record payments against existing pledges
• Add contacts in bulk - Import contact records with addresses, emails, and phones
• Add contact relationships - Link contacts to each other (spouse, parent, colleague) from the contact spreadsheet
• Add households in bulk - Import household records with contacts, addresses, emails, and phones
• Add organizations in bulk - Import organization records with addresses, emails, and phones
• Add tickets in bulk - Import ticket records for events and ticketing forms
• Add attendees in bulk - Import an event guest list, optionally seated at existing tables
• Import from spreadsheet - Upload a CSV or Excel file with your data
• Update existing records - Re-import data to update records using reference IDs

When to Use Batch Import

Batch importing is ideal when you need to:

• Import historical donation data from spreadsheets
• Migrate data from another CRM or fundraising platform
• Enter multiple offline donations (checks, cash, etc.)
• Record pledges from a phone-a-thon or direct mail campaign
• Record installment payments received for existing pledges
• Import a list of contacts from an event or mailing list
• Import a list of households for family grouping
• Import a list of organizations for partner tracking
• Import a list of tickets for event registration
• Update existing records in bulk

TIP

For entering a single donation, pledge, installment, or contact, use the Add button on the respective page instead.

Two Ways to Add Data

1. Manual Entry

Add records one at a time using the form. Best for:

• Smaller batches (under 50 records)
• Records that need individual attention
• When you don't have a spreadsheet

2. Import from Spreadsheet

Upload a CSV or Excel file. Best for:

• Large imports (up to 25,000 records per file)
• Data already in spreadsheet format
• Migrating from another system

Getting Started

1. Go to Data > Batch Import
2. Click Create and confirm — the batch is named with the date and time, and you can rename it on the batch page
3. Under What do you want to import?, choose Donations, Credits, Pledges, Installments, Tickets, Attendees, Teams, Contacts, Relationships, Households, Organizations, or Notes
4. Add records manually or import from spreadsheet
5. Review your data
6. Click Process Batch to finalize

After Processing

• Rows that processed successfully are permanent. They created records in CauseVox, so they can't be edited or deleted from the batch, and a batch that holds any of them can't be deleted.
• Rows that failed stay editable. Fix them and click Process Batch again. Rows that already succeeded are skipped, and only the failed rows are retried.
• Importing a spreadsheet into a batch that has already been processed keeps the rows that succeeded and replaces only the rest. A completed batch doesn't accept new imports; start a new batch instead.

Learn More

• Adding Donations in Batch
• Adding Pledges in Batch
• Adding Installments in Batch
• Adding Contacts in Batch
• Relationships in a Batch
• Adding Households in Batch
• Adding Organizations in Batch
• Adding Tickets in Batch
• Adding Attendees in Batch
• Importing from Spreadsheet
• Updating Existing Records