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

How to use a CSV to remove dropdown values from records in Beacon

How to remove dropdown values using an import

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 Quick Start 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)

Import donation data from PayPal Giving Fund using Beacon's library template

Importing from PayPal Giving Fund

goDonate is a UK-based digital fundraising platform specifically designed for charities.

Importing from goDonate

Gatherwell is a UK-based digital lottery system designed for charities

Importing from Gatherwell

Importing from Stewardship

Importing from third party sources

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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