How-to Video: Import Data – Donations (8:50)

How-to Video: Import Data – Donations (8:50)




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 to import donations any time. Check out this article to learn more about setting up Universal Import.  

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    • 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 Video: Clean Data using Import Workspace (7:57)

      Script:  https://sumac.com/assetswp/training-docs/Clean%20Contact%20Data%20(Import%20Workspace).pdf 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 ...
    • 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 ...
    • Universal Import - How to create a new Universal Import Template

      Sumac's Universal Import tool allows users to create their own Import Template to quickly import data from external applications. For example, If you use an external online donation collection tool (e.g. PayPal), you can download a report generated ...
    • 3. Donations Data Preparation Instructions

      Type of information that goes in this tab: Records of any voluntary transfer of property without valuable consideration to the donor such as monetary gifts in-kind gifts gifts meant for auction securities and other monetary instruments Funds received ...

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