Beacon

Easily bring data into Beacon from anywhere with Beacon's flexible importing

Import your data

Uploading files in bulk to Beacon with import templates.

Importing files to Beacon

Learn to create, match, and update records when importing your data to avoid duplicates in your database.

Deduplicating your data from imports

Reset or re-import incorrect or duplicate data created by an import

How to 'undo' an import

Import relationships

Import your data from JustGiving, Virgin Money Giving, BT MyDonate, and more.

Importing your data

Standardise the way your data flows into Beacon from multiple different sources

Using import templates

Getting your existing data into your new CRM

Importing with Beacon Standard Templates

Modify the format of your data without leaving the Beacon interface

Importing your data using smart columns

Some handy use cases and formula examples for setting up smart columns

Helpful examples of smart columns

Templates

What you'll need for your initial import and how to set up ongoing imports

Importing recurring payments & memberships

Importing past JustGiving data with a Beacon standard import template

Importing from JustGiving

Easily import SMS donations with one of three Beacon standard import templates

Importing from Donr

Easily import donation data from BT MyDonate using a Beacon standard import template

Importing from BT MyDonate

Import donation data from Facebook and Instagram using Beacon's library template

Importing from Facebook

How to bring your historical Enthuse data into Beacon

Importing from Enthuse

Add any donations you receive via Benevity into your Beacon database with a pre-built import template

How to import your donations from Benevity

Importing from CAF

Add your initial Mailchimp contacts into Beacon, ready for our integration to automate it going forwards.

Importing from Mailchimp

Use our pre-built templates to easily export from Fundraise Up and import into Beacon

Importing from Fundraise Up

When migrating from Donorfy (Access), use the guide below to make your transition as simple and easy as possible

Importing from Donorfy (Access)

Using survey tools with Beacon (such as SurveyMonkey / TypeForm)

Importing from third party sources

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