How-to guides
Step by step guides explaining the Data Tools menu.
By Cristiana1 author6 articles
- Dedupe rules for internal dedupingThis article explains how to analyse your existing data so that you can clean up any duplicates that have made their way into the system.
- Process bank filesLearn how to set up and import bank payment files, match payments to pledges and memberships, and complete pay file processing in Access Charity CRM.
- Data Tools: Append or include in updateThis article explains how to append or include data in an update.
- Soft credit a payment through an importLearn how to soft credit a payment through in import by following the guidance in this article.
- Global DedupeFollow these steps to merge duplicate contacts using Global Dedupe.
- Data Cleaning Module FAQThis article explains how to use the Data Cleansing Module.