Thank you for your submission!
- Our Data Experts have received your data and will start mapping it to import into your DMS soon.
- This process usually takes 2-4 weeks, depending on the complexity and volume of the records.
- If we have any questions regarding your data, we’ll reach out to you. Your input is super valuable during this process and helps speed everything up.
- We’ll let you know once the migration is complete so we can schedule our Review Call to go over everything that was migrated.
In the meantime:
We recommend familiarizing yourself with the DMS and start using it, so you’re already comfortable with things by the time your data is in the system:
Live Training Webinars:
- You can watch them live and have the ability to ask questions and interact with other charities using the DMS,
- Or download our latest recordings of every area of the system, including a basic overview, reports, bulk emails and tax receipting.
- We strongly recommend that you first watch the Getting Started webinar before you start using the DMS.
- Various articles covering everything in the DMS with easy to follow guides and screenshots.