.webp?width=112&height=112&name=Karen%20Headshot%20(1).webp)
.svg)
.svg)
.svg)
.svg)
.png?width=44&height=44&name=quick%20guide%20(1).png){kind=small}
Moving to HubSpot? Don’t Leave Your Donation History Behind
Switching CRMs usually means one thing: spreadsheets.
Years of donation history. Campaign data. Receipt tracking. Supporter records.
If that data doesn’t come over cleanly, reporting falls apart fast.
In this short demo, Dan walks through exactly how to import historical donation data into HubSpot the right way. You’ll see how to structure your spreadsheet, map contacts and deals correctly, avoid duplicate records, and make sure every gift connects to the right donor.
Because when your data is set up properly, reporting, segmentation, and stewardship get a whole lot easier.
You’ll learn:
- How HubSpot structures donation data
Understand the difference between contacts (your donors) and deals (your revenue), and why that distinction matters during imports. - How to prepare your spreadsheet for a clean import
What your header row needs to include, how to name deals properly, and why unique identifiers are critical. - How to map properties without breaking your data
See how to match structured fields like donation method, handle unstructured fields like campaign names, and avoid common mapping mistakes.
- How to prevent duplicate contacts
Import multiple donations from the same donor without creating multiple contact records. - How to verify everything worked
Quick checks inside HubSpot to confirm your deals, associations, receipt tracking, and reporting data are accurate.
Who Should Watch
- Nonprofit leaders moving from a legacy CRM
- Development directors importing historical giving
- CRM admins responsible for data migrations
- RevOps and operations staff cleaning up spreadsheets
- Any nonprofit implementing HubSpot for the first time
What You’ll Walk Away With
A clear understanding of how to bring historical donation data into HubSpot confidently, without duplicate contacts, broken reports, or messy campaign tracking.
Watch now and see how one system can help your team stop missing out.
Dan works with organizations to turn HubSpot into a practical, people-first engine for growth. A storyteller and educator at heart, he’s passionate about using tech to foster trust, build connection, and spread a little more love along the way.