Onboarding

We want to help you get off to a strong start. Our dedicated data conversion and support teams will help you get up and running as quickly as possible. This includes everything from preparing and loading your data, to private trainings, to ongoing personal support. We pride ourselves on delivering outstanding service in order to help you reach your goals.

We Make It Fast, Easy, And Painless

When it comes to data, we’ve seen just about everything from messy spreadsheets to sophisticated donor management systems. Our experienced team is able to convert most organization’s data within the included 4 hours of data conversion time.

Step 1

Sign Up and Receive Your Login Info

We’ll get your site set up within the hour and send you tips to get your data ready.

Step 2

Send Us Your Data

Your data conversion expert will give you instructions on how to export your data or do it for you. We’ll work with you to get it set up just right.

Step 3

We’ll Load Your Data For You

The typical conversion is finished within 7-9 business days.  We’ll let you know when it’s all loaded.

Step 4

Private Training #1

Now that your data is loaded, we will walk through the basics and make sure everything is correct. We will also help you fine tune it to your specific needs. 

Step 5

Start Using DonorSnap

Enjoy your new favorite tool! As you get going take advantage of the countless help videos and the support team that is eager to answer your questions. 

Step 6

Private Training #2

When you’re ready for more training on any part of DonorSnap, schedule your remaining free training to cover any parts of DonorSnap.

We're On a Mission To Help Grow Your Nonprofit Organization.