We also have a slide deck that walks you through the process even further, feel free to download!
Check out our Constituent File Guide for more information!
Check out our Gift Transaction File Guide to learn more!
Check out our Portfolio Assignment File Guide for more information!
Check out our Interaction File Guide to learn more!
Take a look at our Proposal File Guide to learn more!
Interactions Export Proposals Export Portfolio Assignments Export Setting Up Schedule Exports All About: Data Getting Started with STFP Data Automation Getting Started with Data Manager
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