*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).
Continue reading “Getting Started – Formatting Contacts for Import”
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).
How to Remove Duplicates in your Excel file (for reporting or general clean-up)
In Excel version 2007, a new tool was added that makes it very easy to remove duplicates. All you need to do is sort your data so that the row you want to keep is above the duplicate rows. Next go to the Data ribbon and click the Remove Duplicates option. It will ask you which fields you would like to use to define what creates a duplicate value. If you are trying to remove duplicate contacts, the ContactIPK field is your best option to leave you with one record for each contact record in DonorSnap. Click Ok and Excel has removed all of the duplicate rows.
Here’s a video that will show you in Excel 2013:
Maintenance > Site Setup > Additional Site Options
Set additional site options that allow you to change how some of your pages and fields function in DonorSnap. Continue reading “Site Setup – Additional Site Options”
Maintenance > Excel Import/Update
Continue reading “Update Contact Information with the Excel Import tool”
