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Heather Bowen

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  1. Transfer to Donor Perfect before the event is locked.

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    8 comments  ·  General Feedback » Import  ·  Admin →
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    Heather Bowen commented  · 

    We need to have the ability to transfer pre-event data daily. We went with this system because of the integration with DonorPerfect. We use DonorPerfect to upload activity into QBO. This means we need to come up with a manual work around, then have a bunch of garbage in DP once we can import. Fine for event staff, an absolute nightmare for finance.

    Heather Bowen supported this idea  · 

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