Overview

This article explains how to utilize custom fields to import contacts into a group.

Linked Articles:

- Converting Text Custom Fields into Select Custom Fields

- Create and Edit a Group of Contacts

Step 1:

In your Import spreadsheet,
​~~everything below this line is sample text~~

Note that you can receive Credit (called One Time Transaction or Recurring Transaction), PayPal Transaction, and Square Transaction types automatically in your Kindful account when donations are made online.

Of Note: Note that you can receive Credit (called One Time Transaction or Recurring Transaction), PayPal Transaction, and Square Transaction types automatically in your Kindful account when donations are made online.

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You can set transaction types via the Import Tool. Go to Contacts and then Import Data to begin this process. Learn more about importing data into Kindful.

Assign the transactions in your import file to one of the options listed below. Be sure that the transaction types on your spreadsheet appear exactly as you see in this list so that the tool can map these effectively.

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Kindful does not offer a way to add to the existing list of transaction types. To track other transaction types, you can use a Campaign Custom Field. To do this, go to Fundraising, then Campaigns. Locate the campaign you wish to edit and click the pen and paper icon

located to the left of the campaign name. Scroll to the bottom of the Campaign Edit page and set up your Campaign Custom Fields like this:

Be sure this field is Enabled and then click Update at the bottom of the page to save the Campaign.

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For stock transaction types, use the filter Transaction Type: Check (for example) on the Activities page.

For custom transaction types, use the filter With Answer: Type 1 (for example) on the Activities page.

Feel free to send our support team an email, or you can begin a live chat from the lower left hand corner of your Kindful Admin account to speak to a team member.