Action Network Help & FAQs

Migrating donations

There's a few steps to switch to Action Network from another fundraising system. Recurring donations can't migrate directly to Action Network, but you can transfer some data on recurring donations and one-time donations using our transaction uploads tool.

Our recommendation is that you leave all recurring donations in whichever system they are currently in, then slowly bring them over to your Action Network fundraising page as folks create new donations (due to failed payments, updated credit card information, and increased payments).

We also recommend that you upload your donors using the transaction uploads tool. See here for more information. Be aware that uploading transactions will not let you set the date for your donation, only the amount and the recurring status. This allows you to easily target your donors in emails using our donation filters. 

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