How-to Video: Clean Data using Import Workspace (7:57)

How-to Video: Clean Data using Import Workspace (7:57)




If you plan on importing data on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy to import donations any time. Check out this article to learn more about setting up Universal Import.  


    • Related Articles

    • How-to Video: Import Data – Contacts (3:52)

      Script:  https://sumac.com/assetswp/training-docs/Importing%20Contacts.pdf If you plan on importing on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy to ...
    • How-to Video: Import Data – Donations (8:50)

      Script:  https://sumac.com/assetswp/training-docs/Import%20Donations.pdf If you plan on importing donations on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy ...
    • How-to Video: Import Donations (8:50)

      Script:  https://sumac.com/assetswp/training-docs/Import%20Donations.pdf If you plan on importing donations on a routine basis, consider using Universal Import! This helpful tool allows you to save your import preferences so that it is quick and easy ...
    • How to clean up and consolidate options in drop-down menus?

      In order to be able to follow the steps below, your Sumac user login will need to have the permissions to delete Field Values and do Bulk Edits. If you are not seeing options mentioned below, it might be due to user permissions. For your admin, here ...
    • Universal Import - How to resolve errors when running a Universal Import

      When running a Universal Import, you may encounter errors if the data in your spreadsheet doesn’t match what is required in your database (e.g. if mandatory fields are missing data, or if dates in your spreadsheet are formatted incorrectly).   If any ...

    Join the Partner Academy!

    Our Partner Academy means that anyone can learn what they need to know, any time. Free! When you sign up for a Partner Academy session, you get:

    • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
    • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
    • A certificate of completion - you can request a certificate of completion for every session you attend.