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 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
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”
