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Supporters import

File format, values and deduplication are described in CSV Imports.

No column is required: a row with all cells empty is skipped without error.

Columns​

ColumnDescription
supporter external refExternal reference, primary reconciliation key. Unique per organization.
donor typeSupporter type. Values: individual, company, organization, family, group.
first nameFirst name.
last nameLast name.
companyCompany name (for companies/organizations).
date of birthDate of birth, format YYYY-MM-DD.
place of birthPlace of birth.
titleTitle (e.g. Dr., Ms.).
jobOccupation.
phoneLandline phone.
mobileMobile phone.
emailEmail. Secondary deduplication key.
tax identification numberTax identification number. Format validation only (alphanumeric). Secondary deduplication key.
vatVAT number. Format validation only (alphanumeric). Secondary deduplication key.
addressAddress.
cityCity.
provinceProvince.
zipZIP code.
country codeCountry, ISO 3166-1 alpha-2 (e.g. IT).
accepts email marketingEmail consent. Boolean value (t/f, true/false, 0/1).
accepts sms marketingSMS consent. Boolean value.
accepts phone marketingPhone consent. Boolean value.
accepts postal marketingPostal consent. Boolean value.
accepts profilation marketingProfiling consent. Boolean value.
tagsMulti-value tags (cell in quotes if it contains multiple values).
noteFree-text note.

You can add custom_<key> columns for custom fields of type supporter (see Custom fields).

Notes​

  • code is not importable: Riseact generates it.
  • Imported marketing consents must be tracked with their source ("import N of <date>"). For privacy matters, refer to the DPO.
  • A supporter matching an existing record is reused without changes.