PowerBase Online Training: Importing Data, November 4

Do you need to get a huge amount of data into PowerBase quickly? Do you have tens or hundreds of new contacts from a recent door-knocking event or meeting that you need to get into PowerBase right away?

Instead of having volunteers, staff, or organizers do data entry, you can import contacts, memberships, contributions, event participants, activities, groups, tags, and relationships into PowerBase.

This training covers the basics of importing, including:

  • What kind of shape your data should be in before you import
  • How to complete all the steps of importing contacts
  • How to avoid creating duplicate contact records
  • How PowerBase helps you troubleshoot import errors
Training Category: