Self-Importing Your Data Successfully

The webinar covers the process of self-importing data into the organization's donor management system. It begins by establishing a baseline understanding of how the system organizes contacts, groups, households, and donations. The trainer then discusses strategies for gathering existing data from previous software tools used by the organization, emphasizing the importance of exporting data in a CSV or Excel format. The focus then shifts to formatting the spreadsheet, with detailed guidance on structuring contact information, donations, campaigns, designations, and custom fields.

The trainer demonstrates Excel techniques for formatting dates and applying filters. The webinar then walks through the self-import process within the donor management system, covering features like error handling, duplicate management, and previewing the import. Throughout, the presenter encourages the attendee to utilize available training resources, including additional webinars and support channels, to further develop their skills and knowledge.

Self-Importing Your Data Successfully Presentation Slides