Importing
Importing Donations
If you have donation data in different places – spreadsheets, or perhaps other databases, importing allows you to gather it all together in your Sumac database. Only certain users have permissions to import data into a Sumac database. If you are ...Templated Import - How to resolve errors when running a Templated Import
When running a Templated 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 ...Templated Import - How to create a new Import Template
Sumac's Templated Import tool allows users to create their own Import Template to quickly import data from third party tools and external applications. For example, If you use an external online donation collection tool (e.g. PayPal), you can ...How to use Templated Import to import donations from third party tools
This article explains how to use Sumac's Templated Import tool to import donation data from third party tools into Sumac in a few quick steps. First, from your third party tool, export the donations you want to bring into Sumac. Remember to save the ...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 Import Contacts
Regardless of the type or source, you can import contacts into your Sumac database. In this example, we'll import new contacts. Before importing your spreadsheet, it is important to clean up the data. Use Sumac's Import Workspace to do this. Only ...How to clean Data using Import Workspace
If you have a spreadsheet full of contact information, like names and addresses, you can use Sumac to validate the information before importing. Sumac does not allow you to import incorrect information, so you must clean up and validate the data ...
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