Use this link to share with your colleagues:
Part 5: Importing Donations: https://help.pm.leapevent.tech/a/1196775
This webinar will cover importing new donations from an excel spreadsheet into your PatronManager account, and qualify them to any existing patron records.
Prerequisite: Importing Accounts/Contacts
Note: The DIY Data Exam and Certification is no longer available; however, these instructions will still help you to learn how to import your own data into PatronManager.