Excel Import 5 – Load Data

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Maintenance > Excel Import > Load Data

Click Load Data to load the good data into your DonorSnap database. Good data is any record that has a “Yes” in the include field on the Review grid. Once you click the button DonorSnap will confirm how many records have been imported.

DonorSnap will create an Excel spreadsheet that is identical in format to the spreadsheet that you imported that contains the records that were not included. Export these to Excel.

In the case of an error with your import, all imports are saved on the Loaded Data Listing tab. There you can Undo an import.

 

Next steps:

Excel Import Overview Video
Excel Import – 1 – File Import
Excel Import – 2 – Column Mapping
Excel Import – 3 – Validate
Excel Import – 4 – Review
Excel Import – 5 – Load Data – You are here

Last Updated On July 24, 2018