I am using NB for a political campaign. I recently finished a round of targeting with my candidate so I now have an Excel file of financial asks we intend to make of these prospects. Is it possible to upload these asks to their profiles so they appear on the call sheet?
To begin, make sure you review our documentation on fields available for one-time imports (or on importing donor history if you will also be importing actual donation records in tandem).
In order to get these fundraising goals into your call sheets, make sure you are importing values to the fields signup_is_fundraiser (Y) and signup_donations_to_raise_amount (amount in dollars).
When viewing a fundraiser's profile under the Finances tab, a goal of $750 will appear like this:
On the fundraising call sheet, the goal will appear like this:
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