For the purpose of this document when referring to solicitor we also mean canvasser in the UK.
Please watch this video for a tutorial on using the Solicitor/Canvasser destination.
Importacular User Guide
- Overview
- Installation and Activation
- Settings
- Step 1 – Data Selection
- Step 2 – Creating Mappings
- Mapping Templates – Getting Started
- Import to Constituent
- Import to Address
- Import to Gift
- Import to Individual Relationships
- Import to Organisational Relationships
- Import to Solicitor/Canvasser
- Import to Participant
- Import to Education
- Import to Banks and Financial Relationships
- Import to Actions
- Import to Volunteers
- Volunteer Mapping
- Volunteer Types Mappings
- Skills and Experience Mapping
- Courses and Training Mapping
- Medical Information Mapping
- Volunteer Availability Mapping
- Assignment Interests Mapping
- Job Assignment Mapping
- Time Sheets Mapping
- Awards Mapping
- Needs Mapping
- Checklist Mapping
- Mandate Info Mapping
- Import to Prospect/Proposal
- Prospect Mapping
- Ratings Mapping
- Gifts to Other Orgs Mapping
- Financial Information Mapping
- Philanthropic Interests Mapping
- Will Not Give To Mapping
- Proposal Mapping
- Proposal Attribute Mapping
- Proposal Notepad Mapping
- Proposal Gift Link
- Proposal Action Link
- Proposal Solicitor Link
- Prospect/Proposal Area Settings
- Import to Membership
- Import to Honor/Memorial and Tribute
- Advanced Importing
- Avoiding Duplicates
- Step 3 – Review Data Prior to Import
- Step 4 – Validating and Importing
- Required Fields
- Acceptable Date Formats
- Home
- Docs
- Importacular User Guide
- Import to Solicitor/Canvasser