Importing Data

Avoid wearing out your team with tedious data re-entry. If you have used software in the past or even if you have information in a spreadsheet format, we will work with you to migrate it onto your site. Your donor list is often the most valuable data, but sales items and some items may be worth loading.

The key to successful migration is a clean spreadsheet. You know your data better than us so, for example, having the phone numbers, street addresses or first names all in the the correct columns will make your team's effort easier when it is on your site and it needs to be cleaned up.

Contact support@tofinoauctions.com with your request and attach the data to be imported. (If you have a specific deadline, please include that in the request.)

If you look at the data entry screens for donors, users, or items, you will see what boxes exist for you to fill with data. When a column is included in your data that does not match the site's dataset, we will try to adapt by putting it in the Notes section.

Donors

Match the column heads in this Spreadsheet of Donor Data Elements for best import results.

Below is every data element that may be filled in at some time if a donor is listed in the database. See Reports > All > Export - All Donors. (Think of this a continuous row of headings that extend in a single line.)

Below are the list of data elements most common to imported donor lists in the order they occur in the dataset. (Think of this a continuous row of headings that extend in a single line.)
Is donor, Is ticket holder, Is business, Business name, Contact person, Contact person title, First name, Last name, Address, City, State, Zip, Phone primary, Phone secondary, Fax, Website, Email primary, Email secondary, Im primary, Im secondary, Notes, Bio page, Is active

Users - All Individuals (Donors, ticketholders, volunteers etc.)

Match the column heads in this Spreadsheet of all User (person/donor/ticketholder) Data Elements for best import results.

Below is every data element that may be filled in at some time if an individual is listed in the database.

Bidder number, Is donor, Is public donor, Is ticket holder, Has checked in, Is business, Business name, Contact person, Contact person title, First name, Last name, Relationship to school, Address, City, State, Zip, Phone primary, Phone secondary, Fax, Website, Email primary, Email secondary, Im primary, Im secondary, Notes, Bio page, Is active, Created on, Updated on, Vegetarian meal, Seat assignment, Is sponsor, Is linked, Save credit card info, County, Employer, Occupation, City of employment,

Donor and Items

Match the column heads in this Spreadsheet of Donors and Items (each item has a donor) Data Elements for best import results.

Below is every data element that may be filled in at some time if an individual is listed in the database.

is business, is public donor, business name,     contact person,     contact person title, relationship to school,     first name,     last name,     address,     city,     state, zip,     phone primary,     phone secondary,     fax,     website,     email primary,     email secondary,     im primary,     im secondary,     notes,     category name,     type name,     item name,     list as priceless,     fair market value,     buy now price,     min bid    , min raise, closing time,     description,    restrictions, private notes,     is visible to public

 

Ticketholding Guests

This is more complex because the person/Guest needs to be associated with a ticket type and buyer . See instructions.
Match the column heads in this Spreadsheet of Ticketholders