File Import Guide

Whether ViewSpark is your first communications platform or you’re moving from another system, importing is essential for you to create and update your database. Import files are spreadsheets of data that are the key to organizing your donors effectively.

Setting Up Your File

Each row represents a contact record, and each column of information represents a contact property (First Name, Last Name, Email Address, etc.) The only required fields to upload a file are First Name, Last Name, and Email. However, ViewSpark's sharing hierarchy is designed to prioritize sending messages to your contacts via MMS, so it is highly recommended to include Mobile Numbers if applicable.

Segments
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Each contact can have as many segments associated with him/her as desired, but each individual column can only be attributed to one segment. Here's how it works:

If the Segment 1 column is to identify those contacts who will be in the "First Time" segment, the only content that can be used in that column is either the word "First Time" or an empty space. You can put other segment titles in subsequent columns. If Segment 2 is "Board Members,' then the only word in that column can be "Board Members".

File Upload Icons

File Processing

Congratulations! Your file submission has been received, and our system is currently processing it to seamlessly integrate the information into your database. This automated process ensures that your data will be swiftly organized and ready for your use.

Uploading File

Sit back and relax – we're in the process of uploading your file. In just a short while, your valuable data will be securely stored within our system, allowing you to access it with ease.

File Was Successfully Uploaded

Great news! Your file has been successfully uploaded into our system. You're now equipped to connect with your incredible donors, armed with the latest and most accurate information at your fingertips.

Unable to Upload File

Uh-oh! It seems there was a hiccup in the upload process. Please double-check that all the necessary requirements are met. If you find yourself in need of assistance, feel free to contact us. We're here to help resolve any issues and ensure a smooth experience for you.

File Requirements and Technical Limits

All files being imported into ViewSpark must:
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•Be a .csv, .xlsx, or .xls file.
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•Have only one sheet.
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•Include a header row in which each column header corresponds to a property in ViewSpark. The column headers can be organized in any order without affecting the import.
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•Only contain United States mobile numbers (e.g. (323)777-1234).

Frequently Asked Question

Does ViewSpark automatically match duplicate contacts?

Short Answer: YES!

ViewSpark will know if a contact or company already exists. This is done by the contact email address. If you import a contact or company that already exists in your database, any matching properties will be updated with the latest data from your import. If you don't want to overwrite existing data in your database, remove those columns from your file before you import.

Is there a limit on contacts I can add to ViewSpark?

No, there is no limit on the number of contacts you can add to ViewSpark. Feel free to add as many contacts as you need to effectively manage your donors and contacts on the platform. Enjoy the flexibility of expanding your donor base without any restrictions!

What happens if I accidentally replace my total database?

Absolutely, don't hesitate to reach out! Our dedicated support team is always ready to assist you. If you ever encounter any issues or need to reset your database, we've got you covered.
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Contact Support

How do I upload a donor file?

Follow these simple steps:
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1. The 'Upload File' tab: Upload files seamlessly, whether it's a full database replacement or adding new entries. Select your option, segment if necessary, and hit upload.

2. 'New Donor' button: Add donors on the go with a few clicks. Import donor info swiftly, and they're instantly in your database.

3. Update donor info: Modify email or phone numbers by clicking on 'User Details'. It's that simple!

Watch How To Upload Donors

What types of ViewSparks are successful?

Our clients find that the more real and raw the update is, the better. No polished and edited videos. No fancy graphics. Just real personal updates, often in the form of selfie video on the scene of program work.

How much does ViewSpark cost?

As fundraisers, we want to make sure ViewSPARK™ is accessible to all types of organizations. ViewSPARK™ is a low monthly subscription, based on your needs. Call us or sign up for a free demo today and we can give you an estimate on the spot. We’re so confident that you’ll quickly recover your costs that we don’t require a lengthy contract. You can cancel your service at any time — but we know you won’t need to.

How is ViewSpark different than other mass communication softwares?

ViewSPARK™’s core feature is the ability to capture and share real-time content. This sets your communication apart from generic email templates, stock photos, and thermometer-type gadgets that exist. Real, raw content builds direct connection and stronger relationships with donors. It makes them feel like a real partner in your work. We like to call it “bringing them into the inner circle.” This has proven to build deeper relationships and bring in more value to the organization overall.

How much time does it take to run ViewSpark? I'm already stretched thin.

Our average user invests only 7 minutes a week in using ViewSPARK™ successfully. You don’t need more staff or specialized staff to do more and raise more.

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