Imports
Bring your spreadsheets in.See exactly what landed.
Upload a CSV or Excel file, map the columns, catch duplicates and see what failed, at no cost.
The problem
Another import tool is another system to run.
Many nonprofits load data with a desktop app or a separate web service that works on Salesforce from the outside. It’s another install or subscription, and the mappings and cleanup steps live somewhere your admin can’t see.
Licenses
Another subscription priced per user, or a desktop app installed on one person’s computer.
Your data
Passes through another app or service on its way into Salesforce.
Business logic
Mappings and clean-up steps are saved in files and tools out of your admin’s sight.
Keeping it in sync
Duplicates and failed rows are found after the load, then fixed by hand.
Licenses
Unlimited users. Anyone on your team can run an import from the browser.
Your data
Goes straight into one place: your Salesforce org.
Business logic
Templates, mappings and transforms are saved in Salesforce, next to the records they create.
Keeping it in sync
Nothing to sync. Each row is checked for duplicates and errors as it imports.
Built for these jobs
One import tool for every spreadsheet.
From a full migration to this week’s event list.
Moving from another system
Import Packs run several templates in order, like households, then clients, then sessions, with a dry run across every step.
Donor and gift lists
Match each row to the donor you already have, and link gifts to the right Contact or Account.
Event attendee lists
Update the matching record, skip the row, or create it and flag it for review.
Bulk updates
Update mode changes only the records that match, and skips rows that don’t.
Messy spreadsheets
38 transforms fix case, split names, clean numbers and read dates as the file imports.
Program & custom objects
Import into any standard or custom object, and look up related records by any field.
Partners upload their own files
Run a saved template from a portal page, with every row checked before it’s saved.
Describe it, Alfred drafts it
Say what’s in the file and Alfred AI drafts the import template for you to review.
Key features
Everything you need to import with confidence.
Imports comes with every CauseStack install, for any object, at no cost.
CSV and Excel files
Upload CSV, TXT, XLSX or XLS. The encoding, date order and best worksheet are picked for you.
Columns mapped for you
Headers match by saved mapping, alias, field name or label, and the mapping is remembered for next time.
Catches duplicates as it imports
Update the match, skip the row, or create it and send the pair to Deduplication for review.
Dry run before anything saves
Test the first 50 rows and see how each one matched your records before you import.
See what failed, fix it, upload again
Download the errors as a CSV with your own columns plus an Error column, ready to fix and upload again.
Undo an import
Revert a job to delete the records it created. Records it only updated are left in place.
Import templates
Clean up the file while it imports.
Each template saves the object, how to match rows and how each column becomes a field, so the next import is one upload.
- 38 transforms for case, text, numbers and dates
- Virtual fields that combine columns, set a value or use a formula
- Insert, upsert or update, chosen per template
Alfred AI · paid add-on
Describe the file. Alfred drafts the template.
Alfred AI works inside your Salesforce. Pick an object, say what’s in your spreadsheet, and Alfred drafts an import template with the right columns, import type and matching.
Describe your data
“New donors from our spring gala, with name, email, phone and pledge amount.”
Fills the gaps
When you build a template from a file, Alfred suggests fields only for the columns the built-in mapping couldn’t match.
You review before it’s saved
Alfred drafts the template; you check it and fine-tune it before you import.
Any object you import into
Contacts, Accounts, Opportunities or your own custom objects.
Plans & add-ons
Start included. Add what you need.
One price per add-on, per organization, per year. Never per user.
| Feature | ImportsIncluded · $0 | + Alfred AIfrom $750 / yr | + Advanced Portals$3,500 / yr |
|---|---|---|---|
| CSV and Excel uploads into any object | No | No | |
| Unlimited users | |||
| Automatic column mapping and saved templates | No | No | |
| 38 transforms and virtual fields | No | No | |
| Duplicate check on every row | No | No | |
| Dry run, error file and undo | No | No | |
| Multi-step imports with Import Packs | No | No | |
| AI-drafted templates and field suggestions | No | No | |
| Imports from a portal page | No | No |
How we compare
Why import in CauseStack?
| Feature | CauseStack Imports | Data Import Wizard | Data Loader | NPSP Data Importer | Dataloader.io |
|---|---|---|---|---|---|
| Runs inside Salesforce, nothing to install | No, a desktop app | No, a separate web app | |||
| Matches rows to existing records | Contacts by ID, name, email or external ID | Contact and Account matching rules | |||
| Saved, reusable mappings | Mapping files (.sdl) | Advanced Mapping | Saved tasks | ||
| Results for failed rows | Bulk Data Load Jobs page | Error CSV file | Failure Information on each row | ||
| Contact and gift from one row | |||||
| Starting price | $0 | $0, open source | $0, then $99 / month per user |
Trusted by
Nonprofits bringing their data into Salesforce with CauseStack.
- SOAR
- Literacy First
- MathHappens Foundation
- Surge Institute
- Columbus Housing Partnership
- VinCare Services of Austin
- Bellforge Arts Center
- EcoRise
- Affordable Housing Education and Development
Built to help nonprofits focus on what matters most.
Ready to bring your next spreadsheet straight into Salesforce?