EveryAction provides powerful tools to help you manage your contact and contribution data efficiently. This video introduces you to EveryAction’s data management features—so you can confidently upload, edit, and export information while keeping your records clean and organized.
In this video, you’ll learn:
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How to upload and validate new contact data: Use the Bulk Upload Wizard to import contacts or contributions. EveryAction automatically checks for duplicates and flags errors before import.
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How to make bulk changes and export your data: Use Bulk Apply to update existing records and Create-A-List to export data in Excel, Google Sheets, or other formats for sharing or analysis.
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How to identify and merge duplicates: Learn to resolve duplicate records manually or in batches using the Quick Look Up tool and My List.