CRM Upload Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, February 2012 CRM Upload Guideline.

CRM Upload GuidelineCRM Upload Guideline Powered by DonorCommunity TM

DonorCommunityeLearning Series

v1.2, February 2012v1.2, February 2012

CRM Upload GuidelineCRM Upload Guideline




Topics CoveredTopics Covered1.Simple, Fast Constituent Import

2.Goals

3.Preparing to Upload

4.General Rules

5.Mapping Your Data to the DonorCommunity File Requirements

6.Mapping Constituent Data

7.Mapping Contribution Data

8.Uploading Data

9.Summary

ContentsContents

= Go to Topic




Simple, Fast Constituent ImportSimple, Fast Constituent Import

DonorCommunity Constituent Import File – The Simplest, Fastest Way!DonorCommunity Constituent Import File – The Simplest, Fastest Way!– The simplest form of import that you can perform is for Individual constituents.

– The minimal data required is Constituent, Type, First Name and Last Name

– Constituent is a required column – its value will be an email address, and is mandatory

• If an email address already exists in your CRM or appears more than once in your import file, the existing

CRM data will be updated and the last duplicate row found will be used to update the values.

• For constituents without a valid email, assign a unique pseudo-email that can help identify these

constituents for later update and prepare special campaigns to update their data.

Example: [email protected], [email protected], etc.

– Type is a required column and for this simple import its value must be Individual

– First Name and Last Name are required.

– Simply create an Excel file that contains a sheet with the four column names

Constituent, Type, First Name and Last Name in Row #1, then add your data in each

column and save your file. Then logon to your site, go to CRM, click on Upload and

perform the simple steps to upload your data!

Have more complex data like addresses and phones? Please continue this series >> Back to Contents




GoalsGoals

Goal #1 - Maximizing the value of your CRM

Successful Constituent Relationship Management (CRM) begins with good data1.Your CRM data can help you leverage the DonorCommunity platform to deepen relationships with those who share the vision of your cause2.Your CRM data can help you maximize the lifetime value of your constituents3.Your CRM data can help improve the quality of communications with your constituents4.Your CRM data can help identify new opportunities for constituent development efforts5.Your CRM data can help you work smarter and more efficiently, not just harder

Back to Contents




GoalsGoals

Goal #2 – Successfully importing data

Successful imports depend on understanding the file format requirements and the rules that apply for data to be imported.1.Success begins with good preparation2.Success depends on following the rules for data to be imported

Back to Contents




Preparing to UploadPreparing to Upload

Summary of Preparation StepsSummary of Preparation Steps

1. Understand your data

2. Sync your data values with your allowed CRM values (Parameters)a) Modify the values in your data to be imported to match defined

Parameter values.b) Add new values in your CRM using the Parameters module, if

applicable (authorized admin users only).

3. Cleanse your dataa) Correct misspellings, fill in missing data, define unique psuedo

email values for missing email addresses, etc.

4. Map your data to the DonorCommunity Import File requirementsa) Email address is the primary record key

Back to Contents





1.1. Using your CRM effectively involves understanding your dataUsing your CRM effectively involves understanding your data– The data you have already acquired or want to acquire only has value if it can be The data you have already acquired or want to acquire only has value if it can be

understood, organized and analyzed. understood, organized and analyzed. It must be sortable, searchable and able to be

grouped or organized into smaller sets of data. For instance, knowing that you have 5,000

donors offers little value for understanding how to increase your donor base unless you

understand how, when and under what form of interaction your current donors best respond.

– To understand your data, look at your current fields and the values found within those fields.To understand your data, look at your current fields and the values found within those fields.

For example, if you have different address types (home, business, other, etc.), you will need to

define those address types in the DonorCommunity CRM as one of the allowed

"Parameters" and then include the allowed type in your import file.

As another example, if you have different types of constituents, such as donors, board

members or volunteers and you want to identify them by their type of role, the allowed role

types must be defined in the DonorCommunity CRM using the Parameters tool BEFORE

you include these values in the import file and perform your import.Back to Contents





Understand your data:Understand your data:– Here is an example export file from another application that contains constituent data. Look for

key types of data. In the example below, we see two types of addresses.

Appears to be personal addresses

Sample file exported from another application

You also have business addresses

In this example, analyzing the data helps you understand that you have more than one address type. To maximize the value of your data, you need to be able to identify the address type in the DonorCommunity CRM. How is this accomplished? Go to the Constituent entry page and click the Address Type dropdown to see allowed values that you can use in your import file!

Other information types to consider: Types of phone numbers, types of constituents (their roles), types of relationships between constituents, types of contributions, etc. Back to Contents




Understanding information types currently in your DonorCommunity Understanding information types currently in your DonorCommunity

CRM:CRM:– Since the descriptive labels you will use in your import file MUST match the values in the

DonorCommunity CRM, it is helpful to know how to easily view the allowed labels.


Then locate and click the Create New button found above and to the right of the Constituent grid.

Simply logon to your site and navigate to

the CRM module and select Constituents.

Back to ContentsThe dropdown list items and data are representative only and may not match your site.





CRM:CRM:– Simply click on the dropdowns in the Constituent form (or Contribution form) to see the allowed

values.


The Mailing field allows Yes or No

values when imported.

Click to view the currently allowed Address Type

values






CRM:CRM:– There are two types of Parameters or values - System fields/values and Custom fields/values


The Mailing field is an example of a

System field/value. You cannot change

these values.

Address Type is a Custom field/value. You

can manage these values using the

Parameters admin tool under the CRM module.

If a field on a form does not appear in the Parameters admin area, then you can safely assume it is a system field.






CRM:CRM:– Contribution entry page - System fields/values and Custom fields/values


Type of Gift is a Custom field/value.

You can manage these values using

the Parameters admin tool under the

CRM module.

Your contribution import data must

match one of these values!

If a field on a form does not appear in the Parameters admin area, then you can safely assume it is a system field.

A Custom field/value.

The dropdown list items and data are representative only and may not match your site. Back to Contents




Adding/Editing Adding/Editing ParametersParameters currently in your DonorCommunity CRM currently in your DonorCommunity CRM

(you must have appropriate admin rights to access this area!):– Navigate to the CRM module and select Parameters.


Think of Parameters as

custom Fields and Values.

The menu items and data are representative only and may not match your site. Back to Contents





(you must have appropriate admin rights to access this area!):– Click on Constituent Roles to view defined Roles. You cannot delete a Role, but you can

remove it from the visible list by changing its Active value to "No". Click on an item row to view

its detail.


These are the Roles currently defined. If Active = Yes then

the item will be visible in dropdown

lists






(you must have appropriate admin rights to access this area!):– This is the detail view. Click on the Update button (lower right) to edit the item.

– You can change the name, add a description or change the Active flag as needed. All records

that use the current name will reflect the new name after you save changes.







Ex: Role Type Values (you must have appropriate admin rights to access this area!):– This is the list view. Click on the row to edit the item or click Create New button to add.

– You can change the name, add a description or change the Active flag as needed. All records

that use the current name will reflect the new name after you save changes.






ParametersParameters Summary: Summary:– Address types, phone number type, types of constituents (their roles), types of relationships

between constituents, types of contribution are examples of CRM values that must exist in your

CRM database BEFORE you include the values in your import file and perform your import.

NOTE: The above list is NOT a complete list.

– To see the currently defined values, simply go to the Constituent or Contribution entry page and

view the values in the dropdowns for each field.

– Only authorized admin users can access and edit Parameters and their values.

– If you do not see a value in your DonorCommunity CRM that exists in your data to be imported,

you MUST either change your data to be imported to match an allowed CRM value or add the

desired value to your CRM using the Parameters module.

NOTE: If you try to import data that requires a valid CRM value and that data is incorrect in your

import file, the affected constituent record will NOT be imported.


Back to Contents





Always start with clean dataAlways start with clean data– Look for misspellings and missing or invalid key data and correct.

invalid email

missing email – use a unique pseudo email such

as [email protected]

where x is a number

Northweat or Northwest? missing State

Stevn or Steven?Sample file exported from another application

missing City

Back to Contents




General RulesGeneral Rules

DonorCommunity DonorCommunity ConstituentConstituent Import File Format Rules Import File Format Rules– The supported import file versions are a .csv, an .xls (Excel 97-2003) or an .xlsx Excel

(2007/2010) file.

– All rows in your import file that pass our validation rules will be imported. If an invalid row is

encountered, it will be communicated to you in the log file and the import process will continue

to import all remaining valid rows.

– Header column names must strictly comply with the labels indicated in this guideline. The

import file column names are listed in the screenshots that follow. Please pay attention to their

format (some are case-sensitive, some have spaces between words – First Name is not the

same as firstname or first_name) and use the column names as they appear in this Guideline.

Back to Contents





DonorCommunity Constituent General Import File RulesDonorCommunity Constituent General Import File Rules– Constituent email address is mandatory

• Every constituent row must include an email address

• For constituents without a valid email, assign a pseudo-email that can help identify these constituents for

later update and prepare special campaigns to update their data.

Example: [email protected], [email protected], etc.

– Staff member is optional

• If a constituent is not assigned to a staff member (left blank), only CRM USERS (staff members) with

admin rights will be able to access these constituents.

– Use Upload Constituents option to add new constituents and/or to update phones, addresses,

roles, preferences and additional information (demographics)

• If constituent’s email exists in your CRM, the process will update its information. If constituent’s email is

not found the constituent will be added.

• Phones and addresses are optional, columns can be excluded or fields left blank, but if any phone or

address information is included all of the required phone or address columns must include data.

– Values in the Import file must match system or custom parameters

(constituent type (Individual or Group), phone type, address type, countries, states, etc.)Back to Contents





DonorCommunity Constituent Import File RulesDonorCommunity Constituent Import File Rules– Here are the rules for the Constituent column (primary email – valid email format):

1. The email address serves as the record key and primary email address.

2. To update an existing record, you must specify a email address that already exists in your CRM database. If your intent is to

update an existing record and you use a different email address than the existing email address associated with an existing

record, a new record will be created (subject to email validation rules) and you will end up with an additional record for a given

constituent rather than one record. Existing email addresses include the primary email address and any additional email

addresses for a given constituent.

3. If an email address in the import file is not found in your database, a new constituent record will be created if the record data in

the import file passes validation.

4. Only one email address is allowed in a single cell of the import file.

5. Quotation marks and carriage returns are invalid characters and will prevent the record from being imported. If your import fails

and the data looks good, it is recommended that you open your import file in Excel and expand your row height and look for

multiple values in a single cell.

6. Blank email values are not allowed, and those records with blank Constituent email values will not be loaded.

7. Invalid email formats are not allowed and those records with invalid Constituent email formats will not be loaded.

8. If an email address for a new Constituent is not known, create a pseudo email address, but you must make certain the address

does not already exists in your CRM database or in another row of your import file. Using a consistent naming convention will

help you manage pseudo email addresses and makes it easier to locate them in your database to correct the record with the

actual email address. Example: [email protected] where xx is a number.

9. When using a pseudo email, it is recommended that you include the Mailing column and set the record's value

to No to reduce the number of rejected emails when sending out an email campaign.Back to Contents





DonorCommunity Constituent Import File RulesDonorCommunity Constituent Import File Rules– A Type column (represents the type of Constituent) is required for all rows.

• The only valid Type values are Individual or Group.

• If Group is the specified value, then the Group Name column must contain a value and that value must

match one of the values specified in your Parameters for Constituent Groups (log in, go to CRM, select

Parameters, select Constituent Groups to add, or edit).

• Example of Group Names can be: Business, Foundation or Other.

• Add or edit the Parameter values to match those in your import file, or modify the values in your import file

to match the defined values in your database before you perform your import.

• Mismatched values will cause the individual record to not be imported and will be reported in your log file

– First Name and Last Name are mandatory for constituents that have Type = Individual, optional for Group

Constituents.

• When First or Last Name is not available, use a convention you will be able to manage in order to update

this information at a later time that is also friendly for online marketing. Example: First=Friend, Last=email.

– The Column named Mailing is optional, and if not included it will default to Yes. This column indicates that

the constituent will be enabled for the Online Marketing module to receive emails.

• If you are using pseudo-emails, set the value under the column MAILING to No until you have

time to correct the constituent record.Back to Contents





DonorCommunity Constituent Import File RulesDonorCommunity Constituent Import File Rules– You may include Phones and Addresses, however, these are optional

– If you choose to include an Address, here are the rules to observe :

• The following columns are all required if importing an address: Address Type, Country, State, City, Zip

and Street Address.

• For the Zip Code column you may use a pseudo zip code if the real zip code is unknown, but blanks are

not allowed. HINT: If you don't know the zip code, then use a zip code of 12345 so you can easily

search and retrieve records for correction.

• The Country column and a valid value is required. In most cases, the Country value for a record in your

import file will be United States.

Hint: You can view valid countries in the Constituent module under Constituent | Create New or Update.

• The value for Address Type must match one of the values defined in the CRM (system values):1. Billing2. Business3. Home4. Other5. Personal

• The Address Type column can be blank if you do not want to import address information for a specific row.

• We do not allow you to import blank addresses. If you intend to "remove" an address, you must do so within the CRM admin area - this cannot be accomplished by the import process.

Back to Contents





DonorCommunity DonorCommunity ConstituentConstituent Import File Rules Import File Rules– If you choose to include a Phone Number, here are the rules to observe:

1. To import a phone number, a Phone Type column and value and a Phone Number

column and value are required. Neither one can be blank, so a Phone Number value

without a Phone Type value will not import.

2. Phone Type values must match one of the values defined in your CRM database.

3. Phone Number values must only be numeric and must NOT contain any hyphens, spaces

or other characters. Ten digits are required.

4. Two phone numbers are NOT allowed in a single cell. You can create a second row in

your import file and change the second Phone Type to a different value so the two

numbers are added correctly.

5. Again, if you have a Phone Type value then you must have a value for Phone Number.

6. Extensions are not allowed in the Phone Number field.

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DonorCommunity DonorCommunity ConstituentConstituent Import File Rules Import File Rules– If you choose to include Role information, here are the import rules:

1. When importing a Role Type, you must also include a Role Value column and the Role

Remarks column - these three columns are required to import Role data and only the Role

Remarks column can be blank.

2. When importing a Role, you must specify a valid Role Value that matches one of the

values already entered in the CRM that you defined. Login and navigate to the CRM

module, then select the "Parameters" menu item on the left and then select the

"Constituent Roles Values" item in the list. The allowed values that correspond to the

allowed "Constituent Role Type" are displayed in the Name column on the displayed list.

To be clear, the values in your import file for Role Type and Role Value must match one

of the pairs of values for "Constituent Role Type" and "Name" respectively, as displayed in

the "Constituent Roles Values" list.

3. If you want to import a value that is not currently in this list, you must first add it to the

parameters list accessing your CRM as CRM Administrator.

Back to Contents





DonorCommunity Constituent Import File – Final StepsDonorCommunity Constituent Import File – Final Steps

– Final Steps to prepare your Constituent import file:

1. Unhide all columns and rows in Excel and delete any unused columns to the right of your

data and a handful of rows below your data to remove any extraneous characters or

values.

2. In Excel for Windows, select all rows and columns of data, copy the selected area, then

right click over the selection and choose Paste-Special, then select Values Only (Excel

2007) or Paste Values (Excel 2010) to remove any formulas or hidden formatting that

might interfere with the import process. If using Excel for Mac, select all data, copy, then

select paste special and select paste values.

3. Re-select all rows and columns of data and format all cells as Text.

4. Delete any extra worksheets. Only one worksheet is allowed in an Excel version import

file.

5. Save your file as an .XLS/.XLSX version file or as a .CSV file.

Back to Contents





DonorCommunity DonorCommunity ContributionContribution Import File Format Rules Import File Format Rules– The supported import file versions are a .csv, an .xls (Excel 97-2003) or an .xlsx Excel

(2007/2010) file.

– All rows in your import file that pass our validation rules will be imported. If an invalid row is

encountered, it will be communicated to you in the log file and the import process will continue

to import all remaining valid rows.

– Header column names must strictly comply with the labels indicated in this guideline. The

import file column names are listed in the screenshots that follow. Please pay attention to their

format (some are case-sensitive, some have spaces between words – First Name is not the

same as firstname or first_name) and use the column names as they appear in this Guideline.

Back to Contents





DonorCommunity DonorCommunity ContributionContribution Import File Format Rules Import File Format Rules– Know the rules for importing Constituents! A minimal set of constituent data is necessary to

import Contributions. Constituent, Type, First Name and Last Name are required.

– You can upload Constituents and corresponding Contributions in one step or using separate

upload files

– You can also split the information into two parts - constituent data that you upload first, then

contribution data

– Contributions require related Constituent data (Constituent, Type, First Name and Last

Name), and specific gift information including Contribution Name, Type of Gift, Payment Option,

Designation, Amount, and Acceptance Date

– For contribution imports, Payment and Recognition information are optional

– The process will identify and reject duplicate contributions when constituent, type of gift,

amount and acceptance date match. This prevents duplicate entries if the same file is uploaded

several times.

– Constituent info is updated when importing Contributions, so make sure Constituent

values are correct every time!Back to Contents





DonorCommunity DonorCommunity ContributionContribution Import File – Final Steps Import File – Final Steps

– Final Steps to prepare your Contribution import file:

1. Unhide all columns and rows in Excel and delete any unused columns to the right of your

data and a handful of rows below your data to remove any extraneous characters or

values.

2. In Excel for Windows, select all rows and columns of data, copy the selected area, then

right click over the selection and choose Paste-Special, then select Values Only (Excel

2007) or Paste Values (Excel 2010) to remove any formulas or hidden formatting that

might interfere with the import process. If using Excel for Mac, select all data, copy, then

select paste special and select paste values.

3. Re-select all rows and columns of data and format all cells as Text.

4. Delete any extra worksheets. Only one worksheet is allowed in an Excel version import

file.

5. Save your file as an .XLS/.XLSX version file or as a .CSV file.

Back to Contents




Mapping Your DataMapping Your Data

1. Understand the relationship between Constituent data and

Contribution data.

Constituents:

Additional Information*• Field1• Field2• Other

Contributions:

Designations

Types of Gifts

Recognition Preferences*

Payment Preferences*

Address*

Phones*

Relationships*

Roles*

Group Typescorporate/business

Preferences* * Optional FieldsBack to Contents




Mapping Constituent DataMapping Constituent Data

Required fieldSpecify constituent email

---------------If not available create a unique pseudo email for later update.

Example:[email protected] x is a number. The psuedo email must not already exist in the

database if you are intending to add a new Constituent record.

Staff email must exist in your CRM before import. It is

optional

If Type=Individual this field must be blank. If Type=Group then the Group Name value is

required and the value used here must already

be defined in your Parameters.

Required fieldThe only allowed values are Group

or Individual.

Names of Columns, when used, must match the names shown here or the import will fail. For Constituent imports, Constituent, Type, First Name and Last Name are the absolute minimal required columns.

First and Last are mandatory for Individuals, optional for Group

Company Name is mandatory for Group constituents, optional

for Individuals

The Mailing value here is used by the Online Marketing module. The default value

is Yes. You should set to No for constituents with pseudo emails. You exclude constituents

from email campaigns by specifying a value of N or No. This value is easily changed in

DonorCommunity.

First and Last are mandatory for Individuals, optional for Group. For Group constituents First and Last can be considered primary

contacts.

Prefix, Middle Name and Suffix are optional.

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Phone info is optional. To load, Phone Type and Phone must both be

included. Phone Type must match CRM values. If same type loaded several times, it will be updated every time.

Addresses are optional. To load, the following are all required:Address Type, Country, State, City, Street Addres, Zip Code.

Address Type values in your import file must also match existing parameters in your CRM.

If same Address Type for a given constituent is loaded several times, the last set of values will be reflected in the CRM.

Additional Information fields are optional. To load must include Additional Information and

Additional Information Value fields


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Roles are optional. To load, Role Type and Role Value

are mandatory. Values must also match existing

parameters in your CRM.

Relationships are optional. To load, Relationship Type and

Other Constituent are mandatory.


Back to Contents




Mapping Contribution DataMapping Contribution Data

Payment Preference and Recognition Preference are optional.

For Contribution imports, we require Constituent minimum data plus: Contribution Name, Type of Gift, Acceptance Date, Payment

Options and schedule, Designation & Amounts.

Names of Columns, when used, must match the names shown here or the import will fail. For Contribution imports, Constituent, Type, First Name, Last Name, Contribution Name, Type of Gift, Acceptance Date,

Payment Options, Payment schedule, Designation and Amount are the absolute minimal required columns.

Back to Contents




Uploading DataUploading Data

3. Click Execute Upload to perform the import process into your CRM.

4. Select the type of import log file you wish to view then click on the Download link to View results (check logs)

During setup only, data that you import canbe removed or cleansed.

You upload your files here...

After uploading, you perform the actual import by clicking on the Execute Upload button and then view your result logs here...

STEPS:

2. Click Choose File to select the import file located on your computer and click Upload to upload the file.

1. Specify the type of import file to upload, either Contributions or Constituents.

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DonorCommunity DonorCommunity UploadUpload – Final Steps – Final Steps

– Review your log file

1. Download and review the related log file to confirm all of your data imported as expected.

2. For those records that do not import, review the data for problems – it's usually due to

mismatched Parameter values or missing dependent data or invalid column names in your

import file.

3. Correct the errors and re-upload your file.

Back to Contents




[INFO] 2012-01-31 20:12:37,101 - Loading constituents.[INFO] 2012-01-31 20:12:37,101 - [email protected];[email protected];Individual;Test13362;AaSBTestname;Yes[INFO] 2012-01-31 20:12:37,108 - Constituent '[email protected]' not found, will create.[INFO] 2012-01-31 20:12:37,129 - Constituent: '[email protected]' created![INFO] 2012-01-31 20:12:37,336 - Constituent '[email protected]' created.[ERROR] 2012-01-31 20:12:37,336 - Missing Additional Information. Not added.[ERROR] 2012-01-31 20:12:37,336 - Missing Role Type. Role not added.[ERROR] 2012-01-31 20:12:37,336 - Missing Relationship Type. Relationship not added.[ERROR] 2012-01-31 20:12:37,336 - Missing Phone Type. Phone not added.[ERROR] 2012-01-31 20:12:37,336 - Missing Address Type. Address not added.[INFO] 2012-01-31 20:12:37,336 - Loading constituents.[INFO] 2012-01-31 20:12:37,336 - [email protected];[email protected];Individual;Test13363;AaSBTestname;Yes[INFO] 2012-01-31 20:12:37,344 - Constituent '[email protected]' not found, will create.[INFO] 2012-01-31 20:12:37,358 - Constituent: '[email protected]' created![INFO] 2012-01-31 20:12:37,565 - Constituent '[email protected]' created.[ERROR] 2012-01-31 20:12:37,565 - Missing Additional Information. Not added.[ERROR] 2012-01-31 20:12:37,565 - Missing Role Type. Role not added.[ERROR] 2012-01-31 20:12:37,565 - Missing Relationship Type. Relationship not added.[ERROR] 2012-01-31 20:12:37,565 - Missing Phone Type. Phone not added.[ERROR] 2012-01-31 20:12:37,565 - Missing Address Type. Address not added.[INFO] 2012-01-27 13:37:23,383 - Loading constituents.[INFO] 2012-01-27 13:37:23,383 - [email protected];[email protected];donor;Test184;AkTestname;Yes[INFO] 2012-01-27 13:37:23,393 - Constituent '[email protected]' not found, will create.[INFO] 2012-01-27 13:37:23,397 - Constituent: '[email protected]' not created!


Sample Import/Upload log file:

This record failed to be imported – why? "donor" is not a valid Constituent Type

This is the data to be imported

Indicates the Constituent was successfully imported

Back to Contents




SummarySummary

DonorCommunity DonorCommunity GeneralGeneral Import Process Import Process

– Set Parameters in your CRM to match your needs, including Group Names,

Additional Information/Demographics, Gift Types, Designations

– Load at least one online (manually) to ensure all parameter values needed are setup

properly

– Split file to avoid duplicates (optional)

– Upload your files and check logs

– Contact us for support. We are glad to help and guide.

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SummarySummary

DonorCommunity DonorCommunity Constituent Constituent Import FileImport File

– Constituent email address is mandatory

– Can be associated to an existing staff

– Can be used to add new constituents and/or update

– Can add/update phones, addresses, roles, relationships

– If constituents email exists in your CRM, the process will update the information. If

constituent email is not found, a new constituent will be added

– Phones and addresses are optional, columns can be excluded or fields left blank.

Back to Contents




SummarySummary

DonorCommunity DonorCommunity ContributionContribution Import File Import File

– Include Constituent information, rules indicated in previous slides apply.

– Payment and Recognition information is optional

– All other fields are required

– The process will identify and reject duplicate contributions when constituent, type of

gift, amount and acceptance date match. This prevents duplicate entries for files

uploaded multiple times.

Back to Contents




If you need any assistance, If you need any assistance, please contact us atplease contact us at

[email protected] [email protected]

Back to Contents

CRM Upload Guideline Powered by DonorCommunity TM DonorCommunity eLearning Series v1.2, February 2012 CRM Upload Guideline.

Documents

existing crm data

good data

mapping constituent

complex data

minimal data

crm upload guideline

donorcommunity platform

mapping contribution