Advanced Import
- How to: Import Data into the CRM
- Advanced Import Overview
- Advanced Import Data File Best Practices
- Advanced Import Workflow
- Import Constituent Information
- Import Spouses with Constituents
- Import Donations with Constituents
- Import Pledges and Pledge Payments
- Import Donations with Spouses as Co-Donors
- Import Information to Forms
- Import Constituent Notes to an Existing Constituent Record
- Process Import
- Import Multiple Constituents to Multiple Groups