Using the Import Tool

In this course, you’ll learn how to use WeGive’s Import Tool to upload and manage supporter data from CSV files — even if you already have a CRM integration set up.

We’ll cover:

• Accessing the Import Tool from the Data > Imports tab
• Selecting the record type (e.g. supporters) and uploading your CSV
• Mapping your column headers to WeGive fields
• Required fields and special mappings (e.g. marketing contact and do-not-contact fields)
• Reviewing import results, downloading error files, and understanding common errors
• Tagging imported records in bulk
• Updating existing records and using CSV uploads to apply tags across large groups

By the end, you’ll know how to confidently import, troubleshoot, and organize data using the WeGive Import Tool.