Call Results Importer

Import call results from agencies directly to FundraiserOne.

Last updated on 20 Jan, 2026

Import telemarketing outcomes directly into FundraiserOne from a formatted CSV file which is described below. All fields must be the same for the file to be accepted and imported. This import has options to import various types of data from contacts details, transactions, single gift and options to setup regular gifts. Tokens can also be upload and stored into FundraiserOne for reoccurring payments.

All files imported are verified and checked before they are imported. Importing also uses a duplicate checking system that uses Email, First Name, Surname and Address fields to compare with other records in the database. The results of this can be found in Online Review under the Services menu.

Download sample file here. Below is the file definition that explains all attributes.

Pledge ID	123768CX	Supplier's Record ID.
Fundraiser ID	21234345	FundraiserOne's ID - Used to to match with existing records.
Call Outcome	Busy Call back Donation Donor is deceased No answer No donation No longer at address No to upgrade, list the call No upgrade - update Credit Card Not available Pledge promised Refused call Regular giving by Credit Card Regular giving by Direct Debit Wrong number	Call Outcomes are used for reporting how the call was terminated. These are the default outcomes more can be added in User Defined Lists > Call Status Types. Pledge Promised can be used Amount to import pledges.
Phone Fundraiser	Victoria Jones	Name of the calling agent.
Title		Title of the donor to be imported.
First Name	Jo	First name of the donor to be imported.
Surname	Smith	Surname of the donor to be imported.
Date of Birth	20/10/1970	Date of Birth of the donor to be imported. Must be formatted dd/MM/yyyy.
Gender	Female	Gender of the donor to be imported.
Address	40 Park Drive	Address of the donor to be imported.
Suburb	Kilbirnie	Suburb of the donor to be imported.
City	Wellington	City of the donor to be imported.
Country	New Zealand	Country of the donor to be imported.
Postcode
Home Phone
Work Phone
Mobile Phone
Email		The importer will set Receipt Method to email if an email address exists here by default. Can be changed using New Receipt Method.
Amount	10.00	Amount of once off or regular gift.
Frequency	Once Off Weekly Fortnightly Monthly
Payment Method	Credit Card Direct Debit Auto Payments
Card Type
Card Token	12323456	Card Tokens used for recharging credit cards.
Plan ID		Stored to Bank Statement Account.
Bank	ANZ
Account Name	J Smith	Account name to Bank Statement Name and Account Name.
Account Number	0334344863674800
Start Date	20/06/2023	The Regular Payment start date must be formatted dd/MM/yyyy. Can not be back date from import date.
Medium	Phone	How the contact was contacted.
Lead Source	Contact Source	Import will add the contact source if it doesn't exist.
Sign-Up Date	20/06/2023
Opt-in (Phone)	Yes or No	Opt in Phone communications yes or no can used here.
Opt-in (Email)	Yes or No	Opt in Email communications yes or no can used here.
Opt-in (SMS)	Yes or No	Opt in SMS communications yes or no can used here.
Opt-in (Post)	Yes or No	Opt in Post communications yes or no can used here.
Notes		Will add this note into the notes section of the contact.
Card Name
Card Number
Card Expiry	12/2028
Region		Import will add the region if it doesn't exist.
Organisation		Name of the organisation.
Changed Details		Information field only.
New Title		Updates Title if populated.
New Initials		Updates Initials if populated.
New First Name		Updates First Name if populated. Salutations are automatically updated.
New Middle Names		Updates Middle Names if populated.
New Surname		Updates Surname if populated. Salutations are automatically updated.
New Address		Updates Address if populated.
New Suburb		Updates Suburb if populated.
New City		Updates City if populated.
New Country		Updates Country if populated.
New Postcode		Updates Postcode if populated.
New State		Updates State if populated.
New Home Phone		Updates Home Phone if populated.
New Work Phone		Updates Work Phone if populated.
New Mobile Phone		Updates Mobile Phone if populated.
New Email		Updates Email if populated.
New Skype		Updates Skype if populated.
New Occupation		Updates Occupation if populated. Will add new ones when required.
New Reference		Updates Reference if populated.
New Receipt Method	Print or Email	When setting to email the record must have an email address.

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