Category Listing: Getting Started

New to DonorSnap? Find resources to help get you up and running quickly.

QuickStart Guide & Glossary

Date: October 23, 2019
By: Joanna Loops
Categories: Getting Started, Maintenance and Setup

Getting Started – Set Up Checklist

Date: July 22, 2018
By: Joanna Loops
Categories: Getting Started

Handouts and Guides

Date: October 19, 2020
By: Joanna Loops
Categories: Getting Started

Data Clean Up Packages

Date: June 8, 2022
By: Joanna Loops
Categories: Getting Started, Site Setup

Getting Started – Formatting Contacts for Import

Date: July 22, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel, Setting up a New DonorSnap Database

Getting Started – Formatting Donations for Import

Date: July 22, 2018
By: Joanna Loops
Categories: Import from Excel, Setting up a New DonorSnap Database

NCOA Service (National Change of Address)

Date: July 26, 2018
By: admin
Categories: Contacts, Integrations, Setting up a New DonorSnap Database

Exporting Data from QuickBooks to be loaded into DonorSnap

Date: July 9, 2019
By: admin
Categories: Data Conversion

How DonorSnap Saves your Information

Date: July 22, 2018
By: Joanna Loops
Categories: General DonorSnap Information

How Internet Software Works

Date: July 22, 2018
By: Joanna Loops
Categories: General DonorSnap Information

How your Data is Backed Up

Date: July 22, 2018
By: Joanna Loops
Categories: General DonorSnap Information

Remove Duplicates in Excel

Date: July 22, 2018
By: Joanna Loops
Categories: General DonorSnap Information

Learn how to remove duplicates from an Excel spreadsheet in Excel 2007 and later. This helps clean up your data for reporting or importing into DonorSnap.

Getting Started 101: Introduction

Date: February 6, 2020
By: admin
Categories: Getting Started Webinars, New User Training

Getting Started 102: Setup

Date: February 12, 2020
By: admin
Categories: Getting Started Webinars, New User Training

Getting Started 103: Features

Date: February 19, 2020
By: admin
Categories: Getting Started Webinars, New User Training

Getting Started 104: Acknowledgement Letters

Date: February 27, 2020
By: admin
Categories: Getting Started Webinars, New User Training

Getting Started 105: Searching

Date: March 4, 2020
By: admin
Categories: Getting Started Webinars, New User Training

Getting Started 106: Reports

Date: March 11, 2020
By: admin
Categories: Getting Started Webinars, New User Training

Getting Started 107: Forms

Date: March 19, 2020
By: admin
Categories: Getting Started Webinars, New User Training, Responsive Forms Trainings

Getting Started 108: Mass Entry

Date: March 25, 2020
By: admin
Categories: Getting Started Webinars, New User Training