Less starting over.
Bring the details that make people more than names.
Start with a CSV or Excel file. Match your contact fields and keep extra details as custom fields, so your team can build on what it already knows.
Import your data
A fresh start.
With your people.
You’ve put years into building relationships. Bring your contacts and giving history into Mobli, so your next chapter starts with the people who already believe in your cause.
Keep your supporter context
Bring your contacts and the details that make each relationship meaningful into one place.
Cut down on re-entry
Match spreadsheet columns to Mobli fields instead of rebuilding each record by hand.
Move forward with confidence
Review your mappings and sample records before you confirm what comes across.
Keep the story behind each gift.
Your giving history has a place here, too.
Bring contacts, funds and transactions together through the giving importer. AI-assisted column suggestions help with the setup, while your team reviews the mapping and stays in control.
See how Mobli’s nonprofit CRM connects your people, or explore donor and household records.
A few questions before you move
Start with a CSV or Excel export of your contacts or giving records. Mobli accepts .csv, .xls and .xlsx files. Match the columns to the information you want to bring across, then review a sample before confirming.
Yes. Contact imports let you map your columns and save additional details as custom fields, so useful context does not have to stay behind in a spreadsheet.
Yes. Review your field mappings and a sample of your records before confirming. Contact imports flag missing required names and combine matching rows within the file. Keep a backup and start with a small sample so you can check the results.
Yes. The giving importer supports contacts, funds and transactions from a spreadsheet. AI-assisted column suggestions help you get started, and you can adjust the mapping before confirming the import.
Bring your history. Make room for what’s next.
Mobli is coming soon. Join the waitlist for early-access updates.