Download the rough template of all the standard fields in DonorSnap:
Video Outline
- Guidelines for the Data Conversion process
- Overview of DonorSnap Contact screen
- How to format your data properly to speed up data conversion
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).
- Guidelines for the Data Conversion process
- Overview of DonorSnap Donation screen
- How to format your data properly to speed up data conversion
*Video is old, but the information is still relevant and correct
How to Remove Duplicates in your Excel file (for reporting or general clean-up)
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
- Explanation of Update Contact Information option in Excel Import
- Create a DataMiner Platinum report with the Contact IPK field
- Export data to Excel and make changes
- Add new choices to dropdown fields
- Using Excel Import tool to Update Contact Information
Continue reading “Update Contact Information with the Excel Import tool”