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Troubleshooting common import issues

Identifying and fixing import failures and troubleshooting common formatting errors for imports

Alyssa avatar
Written by Alyssa
Updated over 3 weeks ago

Importing data into Givebutter can save you a lot of time when done correctly. If you're seeing errors during the import process, you're not alone. Below is a breakdown of the most common import failures, their meaning, and how to fix them. We've also included tips for handling international data and identifying failed rows.

Locating failed rows 🔎

When your import encounters issues, the failed rows can be downloaded directly from the Imports page.

  • Navigate to your Settings page, then click on the Imports tab.

  • You'll see any failed import records under the Failed Rows column.

  • To download just the failed records, click the red icon in the row. This will prompt a download to your computer.

Viewing failed row details 🔴

To view details about specific rows, click on an import that includes failed records. In the Errors section, you'll see details about which field caused the failure, so you can quickly review and correct them.

errors

Individuals and Companies 📇

Address Errors

If any of the primary address fields are included, such as address line 1, city, state, zip code, or country, all must be present. The importer requires a complete address to process the record.

Missing Names

For individuals, both first and last names are required. For companies, the company name must be included.

Incorrect Date Format

Dates must follow MM/DD/YYYY or YYYY-MM-DD formats. Single-digit months or days (e.g., 3/5/2025) should be padded (e.g., 03/05/2025).

Exceeds Character Limit

Some fields, such as custom fields and internal notes, have character limits. If a value is too long, it will be rejected.

Invalid Phone or Email Format

Phone numbers and email addresses must follow standard formats. Emails must include “@” and a valid domain like .com, .net, etc.

Subscription Status Not Present

If you import an email address, you must also include a subscription status. If uncertain, default to “no” (unsubscribed).

Primary Contact Details Incomplete

If a primary contact name is listed, it must include the first name, last name, and email address to be valid.

Transactions and Recurring Plans 💳

Invalid Contact ID

For transaction imports, the Givebutter Contact ID must be used—not an ID from another CRM or system.

Non-Positive Amount

Transaction amounts must be positive numbers (1 or greater). A value of 0 is allowed only if the payment method is listed as in-kind.

Incorrect Campaign Code

If you're using the campaign code column instead of campaign title, make sure the code matches the Givebutter campaign code, not an external system’s.

Incorrect Fund Code

Each fund must be created in Givebutter and assigned a code before importing. This code should match the one used in your import file.

Unsupported Payment Method

Only the following payment methods are accepted:
card, ach, check, cash, digital_wallet, paypal, venmo, donor_advised_fund, stock, in_kind, property, other.

Missing External ID or Label

If you include one of the External columns (ID or Label), you must include the other.

Invalid Team or Team Member ID

This must be the Givebutter team ID linked to your campaign. You can find it by going to:
Campaign > Team > Teams/Team Members > Export
Do not use IDs from a previous system.

International phone numbers and addresses 🌍

Givebutter supports importing international data, but it must follow proper formatting. We provide two resources to help you format international data:

If your country doesn’t use a “state” field, you can reuse the “city” value in that field to meet the format requirements.

Additional formatting tips

  • UK addresses should be marked as Great Britain (GB).

  • Phone numbers must follow E.164 international format. Ensure each number includes the correct country code.

  • When correcting addresses, if ‘state’ is not a field used for that address particular format, you can put the ‘city’ value within that field.

  • If unsure about formatting for a particular address, check contact details directly in your Givebutter account by adding a contact record, or add unresolved info to the Notes column for reference.

new address

Making bulk file edits with Transform ✏️

Givebutter’s importer includes a powerful Transform tool that lets you reformat and clean up your data directly within the importer – no need to reopen your spreadsheet! This tool is perfect for quick fixes, like converting transaction dates from MM/DD/YY to MM/DD/YYYY, all without leaving the platform.

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