Load Excel Files Directly Into DonorSnap
DonorSnap has created a powerful tool that allows you to import data into almost any of the DonorSnap tables. You can import new contacts, donations, pledges, notes, volunteer, interaction and tickler information directly into your DonorSnap database without having to manually re-key the data. In addition, you can import updated information into your contact master (including any user defined fields).
5 Step Process
The Excel import tool is fast and easy to use. Its ease of use is one of the reasons that we can do most new client data conversion for free. If it can save us time, it can save you time.
- Upload the file from your computer.
- Map the fields in your spreadsheet to your database fields.
- Data validation checks for initial errors.
- Review the data prior to loading.
- Load the data into your system.
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