Fixing Problems in an Uploaded File

After you upload a file Donorfy will check it - if there are problems which prevent the data in the file being imported the file will be displayed similar to the example below

Editing the File in Donorfy

Click on the Edit Import File button - your file will be displayed - any cells with errors will be shown with a small red triangle on the top right 

Make any changes and corrections then press the Save Changes button - your file will then checked again.

Downloading a Fixing Problems

If your file contains lots of data it is usually easier to download it, fix any problems and then re upload the file.

When you open the downloaded file Excel might put it in protected mode - to see the messages in the file and make changes you need to click on Enable Editing

Donorfy will have added 2 columns to the start of your file - Status and Action - the Status - show whether the row can be imported - see this article for more information.

Any cells contain invalid data will be highlighted in red - if you click in the cell a popup will provide more information about the problem - to help you fix it.

Important - after you have made any corrections you should delete the Status and Action columns and re-upload the file.


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