Upload a list of designees and Designation Types

1. From the options along the top of an Administrator page, click Fundraising > Donation Management.

2. From the tabs along the top of the Online Giving page, click the Designated Giving tab.

3. On the Designee list page, click Upload Designees.

4. On the Uploads list page, click Upload Designees.

5. On the Parameters page, enter a Name that describes the purpose of this upload (for example, SpringFundDesigneeList) and click Next.

6. On the Upload page:

   1. Click the Browse button to locate and Open the upload file.

   2. Click the Preview button to make sure you have located the correct file.

   3. If the file is correct, click Finish.

7. If the Status indicates that the upload is:Finished with Errors:

   1. Click Download Errors from the Action column.

   2. In the pop-up, select either Save to save the file on your computer or Open to display it on your screen.

   3. Attempt to fix the errors and run the upload again.