Getting Started – Set Up Checklist

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If you are a new User to DonorSnap, here some links to videos and todos to get you off on the right foot.

  1. Set up all your DonorSnap Users and their Rights to the database and feature menus. Maintenance > Site-Setup > User Setup
  2. Once logged in as Your User, customize your Dashboard Apps
  3. Create your Thank You letters in Word and upload in to the program
  4. Set up your integration with Quickbooks (either QB Desktop or QB Online).
    QB Desktop Guide
    QB Online Guide
  5. Create your account with GoEMerchant  to take online donations.
  6. Edit drop-downs for BLACK DonorSnap fields (Attributes, DonationType, Appeal, Accounting Code, etc.) under Maintenance > Site-Setup > Field & Screen Customization > DonorSnap Site Lookups

  7. Add additional BLUE fields to the program (Volunteer Interests, Skills, MaidenName, etc.) under Maintenance > Site-Setup > Field & Screen Customization > User-Defined Controls

  8. Add your Organization Contacts (where you assign an individual contact to a Board member or Key Staff member) under Community > Organization Contacts

  9. Set your System date. Go to Maintenance > Site-Setup > Additional Site-Options. At the bottom click the button for Change Options and enter your End of Year date in the field.
  10. Run a Duplicates report. Reports > Administrative Reports > Duplicates Reports to see what duplicates you may have in the system. Run a variety of the different reports, print them out, and go research.

** Make sure to learn about the Mass Entry Tool to help with Data-Entry**

For more information to help you get started, check out these 30-minute webinars.

If you haven’t yet, make sure to download the QuickStart Guide.

If you have not had your private Set Up training yet, start HERE with the Getting Started Webinar.

Introduction to Features

Overview of Standard Reports

Don’t forget you can email us at support@donorsnap.com with any questions!

Last Updated On October 23, 2019