Initial Import Guidelines

Eleo knows how important your existing data is. This is why we offer on-boarding and your initial import at absolutely no cost. In an effort to support our nonprofits and the hard work you do everyday, it is our goal to make this process as seamless and accurate as possible. As such, we need your cooperation and assistance. We ask that you please read through our free initial import guidelines below.

  1. Eleo's free import offer is good for 30 days.
  • For standard or promotional clients, the 30-day period begins the day of your initial sign up.
  • For Opportunity Grants, the 30-day period begins after your database has been created.

2. Imports include Contact and Gift information. Custom imports (memberships, events, etc.) may be purchased at an affordable, hourly rate.

3. All data must be forwarded to your Support Specialist in one submission.

4. Imports must be formatted to match Eleo's Data Import Template.

  • Your Support Specialist will guide you in this process.

5. Please review the import within 48 hours of receiving confirmation of its upload. We ask that any errors, inconsistencies and changes be reported to your Support Specialist within that timeframe.

6. If no import is needed, please let your support specialist know.


Thank you for your cooperation!

QUESTIONS? email support@eleoonline.com
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