Data Import: Mapping Companies

Data Import: Mapping Companies

Mapping Companies


Within your Settings --> Data Import -- Choose the CSV file 

 

When you've chosen the CSV file, in Step 2: you'll be able to preview the first 10 mapped donation records. 


Then, in step 3: you'll be able to see if any companies within the CSV file were mapped based on the companies within our matching gift database. 360MatchPro will show your entered company name and its' best guess based on matching gift company names within our database. You have the ability to Keep or not Keep the company information by checking/unchecking the box under "Keep?"




Training Video







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