Donor Management
CSV Import
Migrate your data in minutes, not months
CSV Import lets you migrate donors, recipients, sponsorships, and payment history from any system into HYS in minutes. The guided import wizard walks you through field mapping, validates every record before it touches your database, and provides detailed error reports so you can fix issues before they become problems. For organizations that prefer a hands-off approach, our team offers a managed import service for $45.
4
Data types supported
< 10 min
Average import time
99.5%
Record accuracy after validation
$45
Optional managed import service
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 HYS 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 HYS 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
Migrates 15,000 donor records from a legacy CRM to HYS over a weekend, using field mapping to align custom fields from the old system.
Executive Director
Opts for the $45 managed import service to have the HYS team handle a complex migration involving 5 CSV files and cross-referenced sponsorship data.
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.