Articles
Export Reporting for CRM Upload
The CRM upload requirements determine the series of steps to be taken. The path to successfully upload the reporting data will be determined by the CRM requirement surrounding the CRM ID, however, the first step will remain the same for any CRM. W...
Import Donors from FR50
Importing donors from the FR50 Software to a campaign is quick and easy. Export donor list from FR50 and make a few minor adjustments to the report to ensure that the donor list is uploaded successfully. Note: Reach out to Support with additiona...
Export Purchaser Detail Report for FR50
The Purchaser Details report allows an admin to import the information back into FR50. Export FR50 reports From the Admin Navigation , select Reports > Overview . Scroll down to Export Section on the left (it will be near the bottom of the ...
Greater Giving
Export and import data when integrating with Greater Giving. Export Users Provide GiveSmart with the export of all users 2 days prior to the event. The export that works with our platform is “A Supporter Export Filtered with Both Members.” Please...
Import Donors from Millennium
Once the donor list is exported from Millennium, make a few adjustments to ensure that the donor list uploads successfully. Note: Reach out to our Support with additional questions. Example of Exported Donor List By moving and re-naming a...
Export Purchaser Detail Report for Millennium
The campaign Purchaser Details report allows an admin to import the information back into Millennium. Export Millennium Report From the Admin Navigation , select Reports > Overview . Scroll down to the Export Section on the left (it will b...