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 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 ...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 ...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 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 ...
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