Glossary
Software & Integrations

CSV Import

By: Alec Hollingsworth
Updated:  
June 16, 2025

DEFINITION:

CSV Import lets you upload data from spreadsheet files into software platforms like Aplos for easy and accurate recordkeeping.
CSV Import is the process of uploading and integrating data into software systems using files formatted as Comma-Separated Values (CSV). This method allows organizations to efficiently transfer large quantities of structured data, such as donor lists, transaction records, or budgeting details, from spreadsheets or other applications into specialized platforms. The CSV format is widely supported due to its simplicity and compatibility with numerous tools, making it a preferred choice for data migration tasks. CSV Import streamlines workflows by reducing manual entry, minimizing errors, and enabling users to maintain up-to-date records. It is especially valuable for nonprofit organizations that need to consolidate data from different sources into a single, unified accounting or donor management system.

Key Takeaways

  • Enables quick data transfer from spreadsheets to software
  • Reduces manual entry and potential for errors
  • Supports efficient data migration and updates

Why It Matters

CSV Import saves time, reduces errors, and ensures data consistency.

Real World Example

A community nonprofit is switching from manually tracking donations in Excel to using Aplos for all financial records. Rather than re-entering each donor and transaction one by one, the staff exports their existing donor and donation data from Excel as CSV files. Using Aplos’s CSV Import feature, they upload these files directly into the system, mapping each column to the appropriate Aplos field. Within minutes, their donor database and giving history are fully imported, allowing the organization to begin using Aplos’s robust reporting and management features immediately.

How Aplos Helps

In Aplos, CSV Import enables users to quickly bring external financial or contact data into their accounts. This feature helps nonprofits transition from other systems or update records efficiently. By supporting CSV Import, Aplos streamlines integration with other tools and simplifies large-scale data updates.
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Frequently Asked Questions

What is a CSV file?

A CSV file is a plain text file that stores tabular data, with each value separated by a comma. It is widely used for data transfer between different programs.

Why should nonprofits use CSV Import?

Nonprofits can use CSV Import to save time, ensure data accuracy, and integrate data from various sources into their main management system.

Does Aplos support CSV Import for all data types?

Aplos supports CSV Import for various data types, including contacts, transactions, and donations, making it easier to update or migrate records.

Can I undo a CSV Import in Aplos?

If you make a mistake during CSV Import, Aplos provides options to review, correct, or reverse changes, depending on the type of data imported.

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