Bringing your existing donor, sponsor, volunteer, or participant data into our platform is a great way to build on your community's history and keep all your engagement data in one place.

What You'll Need

To import your past participation data, prepare a spreadsheet (CSV or Excel) with the following information for each participant. Don't worry if you're missing some fields like phone or email for certain participants - we can still import incomplete records.

Important Fields to Share:

• Full Name
  • First Name & Last Name as separate columns are sufficient!
• Email
• Phone
• Organization Name (if the participant is associated with a business or organization)
• Date of Participation
• Total Amount (for paid sponsorships, donations, or registrations)

Additional Information/Fields: Any custom fields or additional details you've captured (notes, preferences, special requests, etc.) can be included in your spreadsheet as additional columns, and we'll consolidate them into a notes section for each participant.

Related SeeMyLegacy Campaign and Option:

In SeeMyLegacy, all participation records are connected to a campaign and specific option. If you don’t have a specific campaign already built, our team will create a “Private” Campaign for you to store this imported participation data.

• Related Campaign
  • Which Campaign was this participation associated with? I.e. “Summer Festival Sponsorships” or “Christmas Parade Volunteers”
• Participation Option
  • Which option within your campaign was this participation for? I.e. “Gold Sponsor” or “Clean Up Crew”

How to Prepare Your Data

1. Organize your spreadsheet with one row per participant and column headers for each field
2. Use consistent date formatting (MM/DD/YYYY)
   1. If your data is a little messy, don’t worry - we can always clean it up for you!
3. Indicate the Campaign + Option each entry is linked to
   1. Campaign/Option Names or IDs will work perfectly!
4. Include all custom information in separate columns - we'll preserve this data in the participant's record

Excel/CSV File Example

• Participant Data Example.xlsx

Submitting Your Import Request

Once your spreadsheet is ready, contact our support team at [your-support-email] with:

• Your prepared spreadsheet file
• A brief description of what campaigns this data relates to
• Any special notes about how you'd like the data organized

Our team will review your file, import your participation history, and confirm once everything is ready in your account.