How do I bulk upload files?


Profile Photos Import

Documents Import
UniqueField
FileName
Permission

Last updated
HelpYouSponsor supports two forms of imports for files.
Profile Photos Imports: Import photos for donors and recipients, with the option to set them as profile images.
Documents Import: Import files and documents for donors and recipients.
There are two ways to start a bulk upload:
Data & Imports — navigate to Data & Imports in the sidebar and click Imports, or go directly to /app/imports/data/wizard.

From a program card — navigate to Programs > Recipients, click the three-dot menu on a program card, and select Import. This opens the same Import Wizard with the program pre-selected.

Select Profile Photos or Files and Documents as the import type and choose the target program. Upload your photo files or CSV to begin.
When uploading profile photos, the filenames must match a unique identifier associated with the donor or recipient. For example, if your recipient form has a "studentID" field, name the photos using those student ID values so the system can match each photo to the correct profile.
This applies to both donor and recipient forms. The unique field you use in your form determines how you name the photo files.

After selecting Profile Photos, choose whether the photos are for donors or recipients, then select the form field to use for mapping. You can also choose whether to make the uploaded photos the profile images. Click Upload to begin the import.
When uploading documents, prepare a CSV file with three columns:
child0001
2024report.pdf
public
child0002
2019report.pdf
private
UniqueField — the value of the unique field used for mapping (e.g., student ID, donor ID).
FileName — the filename of the document to import.
Permission — whether the document should be public or private.
Once your CSV is ready, select Files and Documents as the import type. Choose whether the import is for donors or recipients and click Begin Import.

Map your CSV columns to the unique field, filename, and permission fields. Then select the donor or recipient form field that matches the values in your unique field column. For example, if your unique field values contain "studentID" values, choose the form field that matches studentID. Finally, upload the documents and click Begin Import.
Note: Start with a small batch of files or photos, verify they were imported correctly, and adjust your process before scaling up.
Last updated