Import Fund a Need Items


When you have your items in a spreadsheet, and you want to quickly add the data, you can do so using Import Items.


Go to Components > Fund a Need > Items tab.  Click Add Item button to open drop-down menu.  Select, Import Auction Items.


Example below shows "Auction" as the title but the page is the same for Fund a Need.

1.  Download Working File.  The first thing you must do is download the working file.  This is a CSV spreadsheet that you can open with Excel or Numbers.  It provides EXACTLY how the file MUST be formatted in order to import.  We recommend using this file to copy and paste your data from your original spreadsheet.


Example of spreadsheet.


IMPORTANT:  

  • Do not change the heading row labels.  
  • Before removing the example content, make sure you have a copy.  You must use exactly the same content.  Copy and paste to make sure it is typed exactly the same.  The system will not accept variations.
  • You must fill out the form completely.  Every item must have a donor + donor email.
  • Leave pickup instructions blank to use the default pickup instructions.  Only include pickup instructions if they are custom for the item.
  • To save and import, you must save the file in CSV format.
  • You cannot import images.


2.  Send Donation Receipt.  You can choose to send the donation receipt to the donors as the items are imported or not/later.  If not, you can send them later from the Fund a Need > Items tab.


3.  Choose File.  Click the choose file to locate your CSV file on your computer for importing.


4.  Upload File.  When you are ready, you can upload the items directly and populate your catalog.  If you have errors, the file will not import/upload.


5.  Upload and Review.  Click Upload and Review to first preview the items list to check for accuracy, look for errors, before importing/uploading.


Example of Upload and Review page.



If you have trouble importing your file, don't beat yourself up.  The file must be exactly correct to upload/import properly.  Send your CSV spreadsheet file, along with a link to your Import Fund a Needs Items page, to crew@causepilot.com if you need assistance.