Donor Management
CSV Import
Map, validate, review, and import your nonprofit data
CSV Import supports mapped imports for donors, recipients, sponsorships, and payment history. The guided workflow helps you map fields, run available validation, review errors, and confirm the import. Organizations that need hands-on migration support receive a scope and price after the source files and relationships are reviewed.
4
Data types supported
Mapped
Source fields reviewed before import
Validated
Available errors surfaced for review
Scoped
Managed migration priced after review
The Problem
Without a reliable import tool, migrating to a new platform means months of manual data entry, lost records, and duplicated contacts that pollute your database from day one.
The Solution
With Gratona CSV Import, your data migrates cleanly through a guided wizard with validation and error reporting, so you start on the new platform with a database you can trust.
See it in action
How it works
Upload your CSV
Upload a CSV file from any source -- your old CRM, spreadsheets, or accounting software. Supports donors, recipients, sponsorships, and payments.
Map your fields
The wizard auto-detects common field names and lets you manually map any remaining columns to Gratona fields with a drag-and-drop interface.
Validate and preview
Every record is validated before import. The system flags missing required fields, format errors, and potential duplicates so you can fix them upfront.
Import with confidence
Review the validation report, resolve any issues, and import. Detailed error logs are available for any records that could not be processed.
Key features
Who uses this
Operations Manager
Maps donor records and custom fields from a legacy CRM, reviews validation findings, and confirms the import plan before cutover.
Executive Director
Scopes managed migration support for multiple source files and cross-referenced sponsorship relationships.
Database Administrator
Runs quarterly imports of new recipients from field offices that submit data via CSV, using validation to catch missing photos and incomplete profiles.