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Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.

Is there a way to import constituents donation history into the system?

in Ask A Guru 9 comments

We are looking to upload (import) the entire history of our constituents history of donation. Hoping it can be in a specific CSV or excel file in one import. Any help would be appreciated.

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