Donor Imports and Exports

Donors (or members) are your organization's biggest supporters. It's critical that it's super easy to import and export their info to set-up and maintain your WishWell system. We offer both opt-in and opt-out setups

Opt-Out: You import your members, WishWell contacts them, and they can opt-out of the program at any time

First time imports: 

If you are just setting up your WishWell account, you can simply click the 'Click me to download a donor import template!' link to download a template for adding your donors.

You can manually enter all of your donor info or copy and paste them. Note that all four fields (first name, last name, email, and birthday) are required for every entry, and you must save your file in the same format that it was exported as (.csv).

Once ready, simply click the 'Import Donors' button, select your import file, and watch the magic happen.

Donor list updates: 

To update your donor info, simply export the donor list, update the records you want to change, and add new lines for new donors you want to add.

A few important notes: 

• The import system uses emails to match donors with existing records. If you update a donor's email, it will create a new record with that email, and you'll have to de-activate the old record after importing the new one.
• The system will not remove donors that you delete from the spreadsheet. You will have to de-activate them in WishWell one by one.
• You can update the first name, last name, and birthdays of existing records only. The other fields, you must update in WishWell.

Opt-In: You request that your members go to your WishWell page and register for the program

Simply market your WishWell registration page link (wishwell.ai/YOURLINK) with your members, so that they can register in 30 seconds or less.

Integrations

If you would like us to connect your current member database with your WishWell database via an integration, please request that by emailing: integrations@onegift.ai