14 articles
Understanding Importing and Exporting Data
How do I decide what information belongs in Donor Management?
How do I know what each import field represents?
How do I prepare my data for self-import?
How do I choose the most common or relevant data fields?
How do I export data to report on households?
How do I import my data in through the self-import tool?
How do I avoid some of the most common self-importing errors?
How do I correct errors following a data self-import?
How do I locate previous imports and exports?
FAQ: Syncing data between Donor Management and other Fundraising Essentials tools
How do I export data from Donor Management?
How do I get assistance exporting historic data from former systems?
FAQ: Importing and Exporting Data