Using the Bulk Upload Tool

The Bulk Upload tool is your primary option for mass uploading essential data—such as contacts and contributions—into your EveryAction database. Mastering this tool is crucial for successfully transferring data from your old system and efficiently importing external spreadsheets in the future.
In this session, we’ll cover:

How to access the Bulk Upload tool
Options for loading your data and navigating the file selection screen
Mapping fields from your file and saving templates for future use
Ensuring proper field mapping, confirming uploads, and understanding the approval process

Master the power of data with our EveryAction Bulk Upload Tool training course, designed for fundraising professionals who want to streamline supporter management. In this hands-on course, you’ll learn how to efficiently import large sets of donor and volunteer data into the EveryAction CRM. Whether you're uploading contribution records, contact details, or event participation history, this training ensures your team saves time and reduces errors—all while maintaining clean, accurate fundraising data.

Boost your nonprofit’s impact with smarter data practices. Our step-by-step guidance empowers you to track campaign performance, grow donor relationships, and increase giving with confidence. Perfect for development staff, data managers, and campaign teams, this course equips you with the tools to run effective fundraising campaigns. Sign up today and take control of your data for better fundraising results!

Using the Bulk Upload Tool Presentation Slides

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