Importing
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 ...
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 ...
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 ...