The Summit Academy seal
Capital Campaign

The Summit Academy

Gloria Dei Est Homo Vivens
โž• Add Donor
โฌ† Import Donors from CSV

Paste your CSV data below. First row must be a header row. Columns can appear in any order. Only last_name is required. Donors whose last name + first name combination already exists are skipped.

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๐Ÿ“‹ CSV Column Reference

Required: last_name

Optional: all others below

HeaderExample / Notes
last_nameSmith
first_nameJohn
spouseJane
organizationSmith Enterprises
emailjohn@smith.com
phone555-1234
address123 Main St
city_stateSpringfield IL
connectionParent / Alumni / Board Member / etc.
priorityHigh / Medium / Low
stageIdentification / Cultivation / etc.
capacity50000 (number, no $ or commas)
projected_ask25000
ownerNick / Julian
notesAny freeform notes
โฌ‡ Download Template CSV
๐Ÿ’ก Tip: Export from Excel or Google Contacts, rename columns to match the headers above, then paste here. Numeric fields should contain only digits โ€” no dollar signs, commas, or spaces.