Category Listing: Getting Started

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

Handouts and Guides

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

Getting Started 108: Mass Entry

Date: March 25, 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 106: Reports

Date: March 11, 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 104: Acknowledgement Letters

Date: February 27, 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 102: Setup

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

Getting Started 101: Introduction

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

QuickStart Guide & Glossary

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

Exporting Data from QuickBooks to be loaded into DonorSnap

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

NCOA Service (National Change of Address)

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

Getting Started – Set Up Checklist

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

Cleaning Up your Database

Date: July 22, 2018
By: Joanna Loops
Categories: Maintenance and Setup, Setting up a New DonorSnap Database

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

How your Data is Backed Up

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

Chrome is asking where to save my file

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.