Upload your contacts’ information and gifts into your database all at once.
(included with your monthly subscription)
Donor Management Software +
Nonprofit Client Data Import Tool
Populate Your Database Quickly & Easily
Duplicate Check
Import to Custom Fields
Unlimited Access
Support & Training
Multiple Import Templates
Reporting
And more
Features
- Use Eleo’s import templates to format your data to excel and CSV documents.
- Available step by step import guide to walk you through the process before you begin.
- Map information to data fields in a contact record and gift screen.
- Limit access to the import tool with defined user roles.
- Upload information to custom fields created in a contact record or gift screen.
- Review a detailed import report when finished.
- Import both contact and gift information at the same time.
- The Import Tool is available for trial users and Eleo clients.
Benefits
Simplify your Workload
Quickly populate your database with a large amount of data at once.
Import contact information and gift details easily together.
Create custom templates to use on a regular basis to import your data.
Grow your Nonprofit
Import your data from all sources to create one centralized database.
Keep your data clean by updating your contacts’ information all at one time.
Customize and add new groups of supporters and volunteers with ease.
Increase Your Fundraising
- Keep all your donor information in one place
- Update contact records periodically
- Easily import fundraising information from other platforms
Comprehensive Features
Everything You’re Looking For in Donor Management & Fundraising Technology
Eleo believes every nonprofit – no matter its size – should have access to an affordable comprehensive online donor management system to support its crucial fundraising and donor cultivation tasks. So that’s exactly what we’ve developed. With Eleo, you don’t have to sacrifice features or usability for affordability.
- Affordable, starts at $39/month
- Highest rated for usability by FrontRunners
- All the features you need from any device, anywhere
Let Eleo help your nonprofit make a bigger difference.
What Eleo customers are saying
Live Demo
Schedule Your Personalized
Nonprofit Software Demo
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Frequently Asked Questions
How can a small nonprofit move donor data from spreadsheets into a CRM?
A small nonprofit can move donor data from spreadsheets into a CRM by organizing existing contact and gift information in a supported spreadsheet format and using a data import tool to upload the records in bulk. Eleo provides import templates for Excel and CSV files and allows nonprofits to import contact and gift information at the same time. This can help organizations move away from manually maintaining multiple spreadsheets and create one centralized donor database.
How can nonprofits avoid duplicate donor records when importing data?
Nonprofits can reduce duplicate donor records by using an import tool with duplicate-checking capabilities and reviewing their data before and after each import. Eleo’s nonprofit data import tool includes a duplicate check and provides a detailed import report after the process is complete. Keeping records clean can make donor communications, reporting, and fundraising analysis more accurate.
Can a nonprofit import both donor contact information and donation history at the same time?
Yes. A nonprofit CRM with a bulk import feature can allow organizations to transfer both supporter information and historical gifts in one process. Eleo lets nonprofits import contact information and gift details together and map the information to the appropriate contact and gift fields in the database. This can save time when transitioning from spreadsheets or another fundraising platform.
What is the easiest way to combine nonprofit donor data from multiple sources?
The easiest approach is to consolidate data from spreadsheets, fundraising platforms, event lists, volunteer records, and other sources into one centralized donor management system. Eleo allows nonprofits to repeatedly import data using standard or customized templates, helping organizations bring supporter and fundraising information together and update existing contact records in bulk.
Do I have to start my donor database from scratch when switching nonprofit CRM software?
No. When switching nonprofit CRM software, organizations can often import their existing donor and gift records rather than rebuilding the database manually. Eleo provides a data import tool for transferring existing contact and fundraising information, along with step-by-step guidance, import templates, and support. Eleo also states that new clients can receive assistance importing their initial contact and gift information.
