<< Click to Display Table of Contents >> Navigation:  »No topics above this level« Importing

The process of importing means to bring information into DonorQuest. This can be donor information, including donations for existing donors, as well as DonorQuest-specific components such as Report or Label Layouts and Field Groups which may have been created by DonorQuest users in other organizations, or by DonorQuest Support. Donor information can be imported from standard Comma-Separated Value (CSV) files, or Tab-Delimited Text (TXT) files. If you would like to import an Excel spreadsheet, first save it out of Excel as a .csv file.

 

DonorQuest component objects such as report layouts, label layouts, field groups, and selection definitions all use the EXP file extension, which is short for Expansion file.