In This Article:

    Advanced Import - Introduction

    In This Article:

      The Advanced Import allows you to import data from other applications. This import feature allows you to import donations, pledges, notes, custom fields and form information into both new and existing constituent records in Salsa CRM. Salsa CRM users will still have access to the Import Wizard within core Salsa CRM. The Import Wizard allows you to import new constituent information into Salsa CRM. Users can import data from any .csv file. If you are able to download data from your other applications straight into a .csv file, or into an Excel spreadsheet which can then be converted to a .csv file, you are able to use the Advanced Import easily.

      Additional information and user instructions are available in the Advance Import section.

      Next Article:  Process Import & Resolution Queue

       

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