How to import a file

Labels are shown as they appear in the Spanish version of the console.

Before you start

• Your file in Excel or CSV (.xlsx, .xls or .csv), up to 20 MB.
• To import donations, your organization needs the "Simple AFRUS" gateway active in the currency of those donations.

Step by step

1. Open imports. Go to Data > Importaciones and click "Importar" (Import).
2. Choose what you will import. Choose Leads (contacts) or Transacciones (donations) and click "Continuar" (Continue).
3. Upload your file. Click "Añadir archivos" (Add files) or drag it in.
4. Confirm your contacts' permission (Leads only). Check the consent box and click "Importar".
5. Match each column to its AFRUS field. For example, your "Mail" column goes with email.
6. Add a tag (optional) to find everyone in the file later.
7. For donations only, choose the currency, the donations' status and the campaign.
8. Send. Click "Siguiente" (Next) and then "Enviar" (Send). You will see "¡Listo!" (Done!).

Your import appears in the list as En cola (Queued) or Procesando (Processing), then as Finalizado (Finished) or Finalizado con errores (Finished with errors).

Frequently asked questions