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

How-to Video: Import 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 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: 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 ...
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      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 ...
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      Script:  https://sumac.com/assetswp/training-docs/Explore%20Donations.pdf

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