Getting Started – Formatting Contacts for Import

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Download the rough template of all the standard fields in DonorSnap:

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

Next up:

Formatting your donations for import

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