Importing Your Donation Data (STAFF)

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About this course

By the end of this course you will be able to:

  • Examine the Import Manager functionality
  • Identify the required fields necessary for importing donation data
  • Examine common data formatting errors and Import Manager donation data limitations
  • Format your donation data for import
  • Execute a donation data import via the Import Manager

Curriculum

  • Course Introduction
  • Introduction to the Import Manager
  • Lesson 1 - What is the Import Manager?
  • Preparing for Import: Working with Donation Data
  • Lesson 1 - Preparing Your Donation Data for Import
  • Lesson 2 - Create It: Preparing Your Donation Data for Import
  • Importing Data: Import Manager
  • Lesson 1 - Getting Ready for Your Donation Data Import
  • Lesson 2 - Watch It: Importing Your Donation Data
  • Lesson 3 - Practice It: Importing Your Donation Data
  • Lesson 4 - Create It: Importing Your Donation Data
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

By the end of this course you will be able to:

  • Examine the Import Manager functionality
  • Identify the required fields necessary for importing donation data
  • Examine common data formatting errors and Import Manager donation data limitations
  • Format your donation data for import
  • Execute a donation data import via the Import Manager

Curriculum

  • Course Introduction
  • Introduction to the Import Manager
  • Lesson 1 - What is the Import Manager?
  • Preparing for Import: Working with Donation Data
  • Lesson 1 - Preparing Your Donation Data for Import
  • Lesson 2 - Create It: Preparing Your Donation Data for Import
  • Importing Data: Import Manager
  • Lesson 1 - Getting Ready for Your Donation Data Import
  • Lesson 2 - Watch It: Importing Your Donation Data
  • Lesson 3 - Practice It: Importing Your Donation Data
  • Lesson 4 - Create It: Importing Your Donation Data
  • Conclusion
  • Review
  • Resources
  • Goodbye!