No matter where your data lives today, you can easily bring it into Beacon with our import feature.
Watch this video to give you a quick overview: Importing in 60 seconds!
link Importing from a spreadsheet
If your data exists in spreadsheets, you can import them directly into Beacon. Watch our full guide video, or follow the steps below:
Convert your spreadsheet into a CSV file. You can do this in Google Docs, Microsoft Excel, and Apple Numbers.
Create an import template for the CSV, configuring how the data in your CSV file should flow into Beacon, and how duplicates should be handled. This is a fundamental step in making sure that your import is configured correctly. Read this article to learn how to set up import templates.
After saving your import template, go to Import data > Run import.
- Choose your template, upload your CSV. You'll see that Beacon automatically checks that the file you've uploaded matches up with the template you've chosen.
- Start your import. Beacon will run the import immediately. Your import will usually be finished in under 1-2 minutes, although this depends on the amount of data you're importing.
link Importing from another CRM
If your data exists in another CRM, that's fine too! You'll first need to export the data from there as a CSV, and then create an import template for the data you'd like to import.
link Importing from giving platforms
We have out of the box support for a growning number of giving platforms. These platforms have their own guides for importing data into Beacon.
link Tips for importing
One of the useful things about Beacon's CSV importer is that you can import any kind of CSV you like!
link What exactly are you importing?
In Beacon, data is stored as "records". Records have different types, like "person", "event", "event attendee", or "payment".
When you're importing data, it's important to consider where this data should live. You should import each type of record separately.
link Considerations for different field types
You shouldn't need to do much offline editing before importing, but here's a few guidelines for the different field types: (also see the field types reference)