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Welcome
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Course Introduction
- Introduction to the Import Manager
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Lesson 1 - What is the Import Manager?
- Importing Data: Import Manager
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Lesson 1 - Watch It: Getting Ready for Your Donation Data Import
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Lesson 2 - Watch It: Importing Your Donation Data
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Lesson 3 - Practice It: Importing Your Donation Data
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Lesson 4 - Create It: Importing Your Donation Data
- Conclusion
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Let's Review
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Resources
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Goodbye!
Importing Your Donation Data
This course provides learners an overview of importing donation data into Neon CRM via the Import Manager.
Importing Your Donation Data - Revised
This course provides learners an overview of importing donation data into Neon CRM via the Import Manager.
By the end of this course you will be able to:
- Examine the Import Manager functionality
- Identify the required fields necessary for importing donation data
- Examine common data formatting errors and Import Manager donation data limitations
- Format your donation data for import
- Execute a donation data import via the Import Manager