We make it simple to get going with your data in DonorDock. Watch this onboarding video to learn more.
Easy data migration and data importing
Because no one has time to waste on a complicated onboarding process
Migrate your data in 3 Easy steps
1
Export your data into a spreadsheet
Whether you’re using your own spreadsheet or a different CRM, export your data into a spreadsheet. We’re not picky - CVS, XLS, XLSM, TSV.
2
Upload and map your data
Use a visual mapping tool to connect your data fields to their DonorDock counterparts. We keep it simple and straightforward.
3
Review and clean up data
Once your data is uploaded, all you have to do is review it and clean up duplicates. Short on time? You can always come back later to merge duplicates!
Seamlessly move from any payment processor to Stripe
Migrate data from any payment processor into your Stripe account. *
Stripe can migrate both card payments and ACH data, so you never miss out on a recurring donation.
A gift record will be seamlessly created in DonorDock, once a recurring subscription has been updated.
*Important Note: This is NOT a service provided, performed, or managed by DonorDock. This is a service provided by Stripe and will require your organization to work directly with Stripe and your current payment processor.
Our advanced onboarding includes a 1-to-1 Data Importing session - FREE
We equip you to confidently manage your own data migration and importing! We won’t upload your data for you; instead, you’ll be empowered to knowledgeably import data and troubleshoot problems on your own – but we’re always here for you, just in case! We can also screen share and walk through the process together.
As a fundraising consultant working with hundreds of small nonprofits, DonorDock is a no-brainer for charities.
Patrick K
DoGoodBetter Consulting
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The "Action Board" is solving some of our problems of connecting with donors and knowing where to start with investors. It is helping us identify what challenges we face with donor retention .
Cambria L
Christian Adoption Services
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The simple interface and easy to customize badges make fine-tuning your data, mailing/e-mailing targets, and reporting SO SIMPLE. Creating professional email templates is also so straightforward and better looking than previous software we were using. It's just a dream to work with all around.
Kate M
San Leandro Education Foundation
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The team at DonorDock is very good at taking nonprofits input and is constantly working to improve the software and add new features. They are quick to respond to questions or issues!
Emily C
North Dakota Autism Center, Inc.
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Besides being quite easy to use, the technical support is absolutely amazing. It's prompt and truly helpful (both of which are important)!
Tania B
The Arts Partnership
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I love the simplicity of the product. It is intuitive and easy to navigate, but still able to give me all the data I need to analyze our donor base.
Anna L
CCRI Moorhead
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"Hands down the best donor management system out there."
Jen K
Office Manager
"It's like adding a fundraising teammate!
Scott Holdman
Impact Foundation
Start building meaningful donor relationships today.
