Adding and Importing Donors

Within the Manage Donors screen, you can add donors, as well as import donors.

Import Donors

The import option within ExpensePlus provides an easy way to import donor details in bulk. It is part of the 5 simple ExpensePlus setup steps.

To import donors, click the 'Import' button at the top of the manage donor screen, then in the popup, download the template provided

Once you've added your donor details to the template file, return to the popup, select the file, and then click 'upload completed file'

Note: you need to use the template file provided (typically you can just be able to copy and paste your data into this)

ExpensePlus will validate the data in your file. As part of the import process, if there are any data issues, these will be identified on screen, giving you the opportunity to fix issues without needing to re-do the import.

Add Donors

To add a donor, click the 'Add Donor' option at the top of the manage donor screen. The first screen that appears contains the fields just for basic donor details.

Click 'save and continue', to add further donor details

Note: the different tabs at the top of this screen for the different sections (Donor Details, Gift Aid Declarations, Communication, Engagements, Pledges)

Note: you can also add new donors when recording bank deposits or reconciling bank transactions (then within the 'manage donor screen' add further donor details)

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