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Can I import recipients from other CRM packages such as Microsoft Dynamics, Outlook or SalesForce.com?We don’t directly import from such packages. However, you can export your contacts to an .XLS, .XLSX, .ODS, or .CSV. file (Max file size 10M…Email Marketing Contacts - Email List Management · 1 min readCan I import survey results?…lick on Select files to choose the Excel file and then click Import Answers . You will receive a confirmation for the number of surveys impo…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 2 min readCreating a Theater Seating Chart in Excel…n seats and can help you build the Excel spreadsheet for import. 7. The template contains five columns: Section, Row Num (number), Location,…Theater Seating · 5 min readCan I import recipients from my email account?In order to import an email list, you must first export the list from your email account into an .XLS, .XLSX, .ODS, or .CSV. file. Once you…Email Marketing Contacts - Email List Management · 1 min readCan I import constituents or transactions?…ituentto the transaction record so import templates to organize your data. There are two templates (Excel files) for importing data, a Const…Constituents Grid · 28 min readIf I import an email list, do they all become constituents in the database?Any new emails imported into the database will become new constituents and count towards your total number of constituents. The software wil…Email Marketing Contacts - Email List Management · 1 min readCan I review the transactions that are in the .IIF file?…port screen and click on Export to Excel. This will bring everything into an Excel file so that you can review it before importing it into Q…Exporting to QB · 1 min readWhat are the summary data columns on the Constituents grid?…he Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summar…Constituents Grid · 11 min readTips for Data ConversionWhen preparing your data for conversion to DonorView, consider the following tips to ensure your data is clean and consistent prior to the i…Implementation & Data Conversion · 4 min readHow do I create an email list?…and Membership grid. You can also import an Excel or CSV file that includes the First Name, Last Name and Email address fields. Note that i…Email Marketing Contacts - Email List Management · 3 min readWhat file formats are supported to upload email contacts?Acceptable file formats are .XLS, .XLSX, .ODS, and .CSV. Max file size 10MB.Email Marketing Contacts - Email List Management · 1 min readHow do I export the file from DonorView?…n : Click on Actions Export to IIF File. Save the file on your computer. When you login to Quickbooks, navigate to File Utilities Import IIF…Exporting to QB · 3 min readCan the data in the Gifts grid be exported?…can export your current view to an Excel file by selecting Actions and then selecting Export to Excel File . The excel spreadsheet should do…Gifts Grid · 1 min readHow to Generate Multiple Acknowledgement Mail Merge Letters…, you will see a Email link to PDF file but no link to view. The Processed Records column will also have a link for you to view the records…Acknowledging Donations & Mail Merge Gift Templates · 5 min readHow do I Import a document for a Member?…u can hit this button and find the file for import.…Youth Members · 1 min readHow do I Import a document for a Member?…u can hit this button and find the file for import. Once you are done click the green, “Save” button.…Youth Members · 1 min readWhat file types can be uploaded via a survey?File size is limited to 10 MB for each document uploaded. The file types that can be uploaded include pdf, Word doc, jpeg, png, and Excel xl…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readHow do I add Mail Merge fields to my email campaign?…ing list and run Actions Export to Excel File to see which mail merge fields are available, and the data populated for the mail merge fields…Email Marketing Campaigns · 2 min readWhat file format does DonorView create for the mail merge letters?…browser tab will open with the pdf file. It will be a single letter when only one recipient is selected, or, if multiple recipients are incl…Acknowledging Donations & Mail Merge Gift Templates · 2 min readHow do I add new email recipients, contacts, or subscribers?…to import the list. With your list imported you will next map the fields to tell the software which column from your file matches to the Ema…Email Marketing Contacts - Email List Management · 4 min read