Cleaning Up Your Database Training Webinar
Every database needs annual cleaning to prevent duplicate mailings, improve your tracking abilities, and fix mistakes. Learn how to merge and clean up your Contacts, and make mass updates to Contact records using the Excel Import tool.
Note: The training mentions that Excel Update can only be used to update Contact records, but the most recent version of Excel Update can now update all record types including donations. Just make sure to use the appropriate IPK field (e.g. DonationIPK, InteractionIPK, etc.) instead of the ContactIPK when updating a record. Watch the training video on Mass Updating Donations.