Getting Started – Formatting Contacts for Import

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Video Outline

*NOTE that this video is on the older interface of DonorSnap (prior to 2020). While the screen might look different than the DonorSnap of today, the fields and information is still the same).

  1. Guidelines for the Data Conversion process
  2. Overview of DonorSnap Contact screen
  3. How to format your data properly to speed up data conversion

CLICK HERE for a Glossary of DonorSnap fields.

Download an import template spreadsheet of the standard fields in DonorSnap.

Next up:

Formatting your donations for import

Next Getting Started – Formatting Donations for Import
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