Importing 101

This webinar is especially recommended for those that have purchased DonorPerfect without a data transfer and need assistance with entering their data. Topics include the explanation of an import, prepping your file for importing, usable templates, uploading donor, gift, and volunteer data, field matching, and problems to avoid.

**You can find the handout for this webinar here:

Categories: Foundation Series, Training Webinars


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All right. Good afternoon, everybody and welcome to our webinar. This is importing 101 The third webinar in our foundation series. If you joined us yesterday for data entry 101. We talked about data entry best practices on the main gift and pledge screen. Read More

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