[Donor Management System] Importing your Historic Contacts

This article covers how CanadaHelps imports your historic Contacts during your charity’s onboarding process.

You can also add Contacts yourself.


What are Contacts?

Contacts in the DMS are a list of all of your donors and all other contacts your organisation might have.

You might want to import only your donors, but you could also manage these donors’ employers, partners, etc. in the DMS for better stewarding and segmentation.


Contact Types

Contacts are separated by three different types:

  1. Individuals,
  2. Households, and
  3. Organizations.

—> Learn More about Contact Types


What information is being imported in the DMS?

We are flexible on what kind of information can be imported in the DMS regarding your Contacts.

Although you can import as little as your Contact’s name and e-mail address, we recommend importing as much useful information as possible.

With more information about your Contacts, you’ll then be able to take better advantage of the DMS’s features.

We will cover the most common fields being imported in the DMS for Contacts next.


Individual Contacts

Basic Details:

  • External Identifier (mandatory): unique ID to match the Contact to their Contributions, Relationships, Actions, etc.
  • First Name (mandatory)
  • Middle Name
  • Last Name (mandatory)
  • Formal Title
  • Preferred Language

Contact Details:

  • Email – Primary
  • Phone – Primary
  • Phone Extension – Primary
  • Website

Note: you can add additional Emails and Phone numbers.

Address:

  • Street Address – Primary
  • Supplemental  Address 1 – Primary
  • City – Primary
  • Province – Primary
  • Country – Primary
  • Postal Code – Primary

Note: you can add additional Addresses.

Privacy Settings:

  • Do Not Email (Yes or No)
  • Do Not Phone (Yes or No)
  • Do Not Mail (Yes or No)

Other:

  • Notes
  • Is the Contact Deceased?

Household Contacts

Basic Details:

  • External Identifier (mandatory): unique ID to match the Contact to their Contributions, Relationships, Actions, etc.
  • Household Name (mandatory)
  • Preferred Language

Contact Details:

  • Email – Primary
  • Phone – Primary
  • Phone Extension – Primary
  • Website

Note: you can add additional Emails and Phone numbers.

Address:

  • Street Address – Primary
  • Supplemental  Address 1 – Primary
  • City – Primary
  • Province – Primary
  • Country – Primary
  • Postal Code – Primary

Note: you can add additional Addresses.

Privacy Settings:

  • Do Not Email (Yes or No)
  • Do Not Phone (Yes or No)
  • Do Not Mail (Yes or No)

Other:

  • Notes

Organization Contacts

Basic Details:

  • External Identifier (mandatory): unique ID to match the Contact to their Contributions, Relationships, Actions, etc.
  • Organization Name (mandatory)
  • Preferred Language

Contact Details:

  • Email – Primary
  • Phone – Primary
  • Phone Extension – Primary
  • Website

Note: you can add additional Emails and Phone numbers.

Address:

  • Street Address – Primary
  • Supplemental  Address 1 – Primary
  • City – Primary
  • Province – Primary
  • Country – Primary
  • Postal Code – Primary

Note: you can add additional Addresses.

Privacy Settings:

  • Do Not Email (Yes or No)
  • Do Not Phone (Yes or No)
  • Do Not Mail (Yes or No)

Other:

  • Notes

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