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Importing your data

Importing your data

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

Chris Houghton avatar David Simpson avatar Ben Cook avatar +1
18 articles in this collection
Written by Chris Houghton, David Simpson, Ben Cook and 1 other

Import your data

Easily bring data into Beacon from anywhere with Beacon's flexible importing
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Importing files to Beacon

Uploading files in bulk to Beacon with import templates.
Chris Houghton avatar
Written by Chris Houghton
Updated over a week ago

Importing from Enthuse

How to bring your historical Enthuse data into Beacon
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Using import templates

Standardise the way your data flows into Beacon from multiple different sources
David Simpson avatar
Written by David Simpson
Updated over a week ago

Import relationships

Add relationships to Beacon in bulk
Niamh O'Leary avatar
Written by Niamh O'Leary
Updated over a week ago

Importing with Beacon Standard Templates

Getting your existing data into your new CRM
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Deduplicating your data from imports

Learn to create, match, and update records when importing your data to avoid duplicates in your database.
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Importing recurring payments & memberships

What you'll need for your initial import and how to set up ongoing imports
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Importing your data using smart columns

Modify the format of your data without leaving the Beacon interface
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

Helpful examples of smart columns

Some handy use cases and formula examples for setting up smart columns
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to 'undo' an import

Reset or re-import incorrect or duplicate data created by an import
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to import your data from Facebook Donate

Import donation data from Facebook using a Beacon standard import template
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to import your data from JustGiving

Importing past JustGiving data with a Beacon standard import template
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to import your donations from Benevity

Add any donations you receive via Benevity into your Beacon database with a pre-built import template
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to import your data from CAF

Import your donation data from CAF with a Beacon standard import template
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to import your data from Donr

Easily import SMS donations with one of three Beacon standard import templates
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to import your data from Virgin Money Giving

Import your donation data from Virgin Money Giving with a Beacon standard import template
Ben Cook avatar
Written by Ben Cook
Updated over a week ago

How to import your data from BT MyDonate

Easily import donation data from BT MyDonate using a Beacon standard import template
Ben Cook avatar
Written by Ben Cook
Updated over a week ago