File Imports

If you have a list of names/contacts (Excel or CSV format) that you wish to add to Patriot, you do not need to go through the painful process of manually entering each person. Instead, you can import the entire list into four different categories: Bulk Mail contacts, Members, People or Volunteers. So, if you already have your list of volunteers ready to go, all you need to do is follow a few simple steps to add the list to our donation management system.

First you have to convert your Excel file into CSV (Comma Separated Value) format; if your file is already a .csv file, you're in good shape. To convert your file, open your list in Excel, navigate to the toolbar at the top of your screen and click File => Save As. Change the Type (or Format, depending on your version of Excel) to CSV and click Save.

The import process is quite simple once you have converted your file. Follow the hints within our donation management system, and if you have any questions, don't forget to reference our knowledge base by clicking the link at the bottom left side of the screen (if you are logged in to your Patriot account). Or call our support line if you prefer speaking with a human: (800) 517-6670.