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Welcome
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Course Introduction
- Introduction to the Import Manager
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Lesson 1 - What is the Import Manager?
- Preparing for Import: Working with Membership Data
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Lesson 1 - Preparing Your Membership Data for Import: Part I
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Lesson 2 - Watch It: Pre-Configuring Field Values in Neon CRM
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Lesson 3 - Create It: Pre-Configuring Field Values in Neon CRM
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Lesson 4 - Preparing Your Membership Data for Import: Part II
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Lesson 5 - Create It: Preparing Your Membership Data for Import
- Importing Data: Import Manager
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Lesson 1 - Getting Ready for Your Membership Data Import
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Lesson 2 - Watch It: Importing Your Membership Data
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Lesson 3 - Practice It: Importing Your Membership Data
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Lesson 4 - Create It: Importing Your Membership Data
- Conclusion
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Review
- Activity
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Accounts and Donation Activity
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Accounts and Memberships
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Resources
- Accounts and Donations Activity
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Goodbye!
Importing Your Membership Data (STAFF)
By the end of this course you will be able to:
- Examine the Import Manager functionality
- Identify the required fields necessary for importing membership data
- Examine common data formatting errors and Import Manager membership data limitations
- Format your membership data for import
- Execute a membership data import via the Import Manager