19 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 choose the most common or relevant data fields?
How do I capture my information using custom fields?
How do I create merge tags?
How do I create custom questions?
How do I prepare my data for self-import?
How do I get assistance exporting historical data from former systems?
How do I import my data through the self-import tool?
How do I map my data for a self-import?
How do I export data from Donor Management?
How do I export data to report on households?
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: Importing and Exporting Data
FAQ: Syncing data between Donor Management and other Fundraising Essentials tools
How do I send my files to the Import Team from 'Donor Management'?