Advanced Import
Advanced Import enables 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. If you are able to download data from your other applications straight into a CSV formatted file, or into an Excel spreadsheet which can then be converted to a .csv file, you are able to use the Advanced Import easily.
- Advanced Import Overview
- Advanced Import Data File Best Practices
- Import Constituent Information
- Advanced Import Resolution Queue
- Import Spouses with Constituents
- Import Donations with Constituents
- Import Pledges and Pledge Payments
- Import Donations with Spouses as Co-Donors
- Import Information to Forms
- Process Import