Add paid transactions to donor records in CRM
Add paid transactions to donor records in CRM
Your paid transaction spreadsheet rows leave gifts unrecorded, slowing acknowledgements and reconciliation. Import gifts into your donor CRM so records are complete and acknowledgements go out same day.
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Overview
Manual imports leave donor records incomplete and slow acknowledgements. This flow converts new spreadsheet rows into fully populated constituent and gift records, reducing acknowledgement delays and enabling same-day deposit reconciliation.