- Important Notes Before You Begin
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Important Notes Before You Begin (4:58)
- Creating a Donation Custom Field Before Importing Your Data (Optional)
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Creating a Donation Custom Field Before Importing Your Data (Optional - 2:54)
- Using the Import Manager
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Intro - Using the Import Manager (2:06)
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Part I (Option A) - Importing Data with Account IDs (6:17)
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Part I (Option B) - Importing Data without Account IDs (6:21)
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Part II - Importing Your Data (5:48)
- Using the Duplicate Management Tool (Optional)
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Using the Duplicate Management Tool (Optional - 5:41)
- Troubleshooting FAQs and Related Resources
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Troubleshooting FAQs
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Resources
Importing Your Donation Data for New Neon CRM Clients
In this course, you will learn how to conduct your initial import of donation data into Neon CRM.
By the end of this course, you will be able to:
- Create a donation custom field
- Format your data spreadsheet
- Import your donation data into Neon CRM
- Utilize the Duplicate Management tool