Getting Started – Formatting Donations for Import

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Formatting Donation History – 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 Donation screen
  3. How to format your data properly to speed up data conversion

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

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