This webinar covers preparing an organization's data for a paid data import service. It establishes a baseline of knowledge around the organization's donor management system and how it organizes data, including contacts, groups, households, and donations. The trainer explains how to gather existing data from previous software, emphasizing the importance of exporting data in a CSV or Excel format. The focus then shifts to preparing the spreadsheet, covering best practices for formatting contacts, donations, campaigns, designations, and custom fields.
The trainer demonstrates Excel techniques for formatting dates and applying filters. The webinar outlines the differences between self-importing data and using the paid data import service, noting that the latter typically takes 2-4 weeks but allows for a 5-week collaboration period to address any issues. Throughout, the presenter encourages the attendee to review the comprehensive import template provided and to attend additional webinars on the topic.
Preparing Your Organization’s Data for the Data Import Team Presentation Slides
