Mass Donation Updates Training Webinar

Make mass changes to your existing donation records in Excel and then import those changes to update your donations.

Quick recap

The trainer led a webinar on mass updating records and cleanup in a database, focusing on the use of the Excel import tool in DonorSnap. She demonstrated how to clean up data, merge old appeals and campaigns, and move data from one field to another, emphasizing the importance of consistency in data entry.

Summary

Mass Donation Updates with Excel Import
The trainer discussed the process of mass donation updates using the Excel import tool in DonorSnap. She emphasized that this process is specific and only suitable for administrators, as it involves making significant changes to the database. The trainer explained that the tool is useful for those who want to clean up their database by updating existing donations. She demonstrated how to inactivate or merge old appeals and campaigns directly in DonorSnap without having to export/import. The trainer also highlighted that the tool is particularly useful for those who want to clean up their data by moving old donations to new categories or fields.

Merging and Cleaning Data
The trainer discussed the process of merging and cleaning. She explained that she needed to move certain data into the donation type field, specifically the appeal code, which she wanted to use for the word ‘sponsorship’. She detailed her method of exporting the data to Excel, cleaning it, and then re-importing it. The trainer also mentioned that she would be sorting the data by appeal and changing the ‘Donation Type’ field for specific entries.

Importing Data and Maintaining Consistency
The trainer discussed the process of importing data into a system, emphasizing the importance of consistency in data entry, particularly with regards to capitalization and spacing. She also explained how to add new fields to the system, using the example of adding a ‘Membership Level’ field. The trainer highlighted that while new choices and typos would be imported, it was crucial to maintain consistency in data entry to avoid errors. She also mentioned that users could add a whole new field to the system, but this would require adding the field to the system’s maintenance site before the import.

Related Pages

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