New Client Data Import

When you open an account with ISP, the database is an empty slate with no data. However, in order to effectively use the system as it was designed, filling it with data will be pretty important. And we can help with that.

We perform all initial data imports for free, either three files in standard format such as Excel, or a full export from another financial compliance product.

Please note that some free and low dollar accounts do not include free imports. If you have any questions, please contact your sales representative.

After you send us the data you'd like imported in, you can expect a turnaround time of one business week. However, in rare cases, it can be more.

To get started, send the files to

If you need more import options, check out the Quick Import tool under the Tools tab. Click the following link for a help file on Quick Imports.

If you need to do a regular import that doesn't appear to be available, such as from your online donation processor, talk to us about integrations and custom import formats.