Turn a spreadsheet into a fundraising CRM in 10 minutes

Start with the Scribed Capital workspace template, then import your contacts into a shared pipeline.

About 10 minutes for a clean spreadsheet; file cleanup and large imports take longer.

You start with: A clean CSV or Excel file of fundraising contacts.
You end with: Contacts in your workspace, with mapped fields and a Leads view to work from.

Follow the steps

Preview the fundraising setup
Open Templates, choose your workspace, and find Scribed Capital. Choose Preview template and check its collections, views, and pages before selecting Add to workspace.
Collections → Templates (opens in a new tab)
Open the contact collection
In the workspace, open Leads. It is a filtered view of the Contacts collection. Open the page’s actions menu and choose Import so the view’s Lead relationship is carried into the import.
Collections → your workspace’s Leads (opens in a new tab)
Map the spreadsheet columns
Upload the CSV or Excel file and choose Continue with rows. Map each column to the intended field, including names, email addresses, stages, and assignments where available. Check Relationship is set to Lead under Also set on every row.
Leads → ⋯ → Import (opens in a new tab)
Preview, import, and inspect
Choose Preview import, resolve the reported issues, and confirm the row count before importing. Read the summary and open several contacts in the Leads view to check the result.
Leads → Import → Preview import (opens in a new tab)

The import summary shows created, refused, and skipped rows.
Sample contacts show the right identity, stage, and assignment in the intended workspace.

Ten minutes is an estimate for setup, not an import-processing guarantee.
Review matching and mapping carefully. Importing does not automatically enrich contacts or clean up every duplicate.
Use a filtered Contacts view for another relationship with the same people; avoid making duplicate people collections.