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Import Contributor Lists
This is the fastest way to get your organization operational without retyping names and addresses.
Why this is a must-have
- Start using the system in minutes instead of spending days manually entering people.
- Reduce errors caused by retyping names, numbers, and addresses.
- Standardize records so reports, statements, and searches stay accurate.
What you can import
- Faith-based: members / households
- Nonprofit / club: donors / supporters / members
- Business / services: customers (if you track offline payments)
Value you get immediately
- Clean contributor list = faster entry and fewer “who is this?” issues.
- Search works instantly because names/numbers exist from day one.
- Reports and statements become reliable because contributors are consistent.
What “Contributor” means
A contributor is the person (or business) you are recording money for. Without contributors, you cannot record contributions. This is required setup.
Contribution Recording is for tracking offline contributions (cash, checks, envelopes).