Make/ For Good Data

Hello Everyone - I’m hoping someone could help/point us in the right direction!

We recently took on as our PM/CRM/Just about everything solution for our NFP organization.

Currently, our CRM and donor management runs through Network For Good (N4G) and must be kept in parallel to for at least 12 months - we need to export the donor profiles/data from N4G daily and import them into in order to give reports and oversight to our C-Suite, who previously have not had direct access through N4G. Importing the data is fine, however, in N4G each donor has a profile with all their donation history - when you export this as an excel it produces every single donation as a separate line and therefore a new item within

Within, we’ve had to create a board per letter (A-Z) so we don’t hit the max items.

We can’t turn all the donations into subitems under the original donation as that then limits reporting etc. but we do need to capture each individual’s donations as a whole so at a glance can say well Mr. Smith has donated $5K over his ‘lifetime’ with our organization and this is comprised of X donations on X date.

We were working with developers to create our Monday workflows and they can’t seem to suggest anything, other than making subitems or overwriting the last entry (which we absolutely cannot do) - I asked if Make could offer some solution and they said they weren’t sure it could - but didn’t feel like they were going to look into it any further.

A lot pins on donor management working in as a fundamental part of our work

Apologies for the long message - hopefully someone has some suggestions we could look at trying to resolve this?


It sounds like you already have an idea of how you want the data to exist in monday. If so, Make should absolutely be able to enable the import of the data into that structure. If not, that is the place to start. You will need to decide how you want the data to exist in monday. Then you can use Make to do the importing.

Jim - The Monday Man
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Hi Jim, thanks for replying! That is so comforting to know as we have just over 81,000 contacts history to import across so manual of any kind would cut us off at the knees. Will start doing some research/learning - thank you again

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