How do I use Finder numbers with Bulk Upload?

Overview 

For processing multiple responses from your acquisition mailings, Bulk Upload offers an efficient way to add many new contacts using finder numbers. 

Step 1: Prepare your bulk upload file 

1. Create a spreadsheet with a column for finder numbers 

2. Include contribution amounts and any other information you want to track 

3. You do not need to include name or address columns, as these will be pulled from the finder file 

Step 2: Start the Bulk Upload process 

1. Navigate to the Bulk Upload area 

2. Select "Load new contacts directly" in the Bulk Upload Wizard 

3. Upload your prepared file with finder numbers 

Step 3: Map the finder number field 

1. If your finder number column is labeled "FinderNumber," it will map automatically 

2. If using a different label, manually map this column to the finder number field 

3. You'll receive a confirmation message when the field is mapped correctly 

Step 4: Map additional fields 

1. Use the Mapping Template to associate other values from your upload file 

2. Map any contribution information to the appropriate fields 

3. Save this Mapping Template for future use 

Step 5: Complete the import 

1. Review your mappings for accuracy 

2. Click "Finish" to run the import 

3. The system will add the donors and their contributions to your Bonterra CRM

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