x Want to participate? Join the group to interact

  • Donor Data Import

    New to Sage CRM. A: Have excel sheets of donors with first and last name and email and many more fields but can hold off on that- what is the quickest way to import the data- can you provide an excel template for fields and code. Cheers Jen

  • Leading Zeros in ACH Import

    I am trying to import ACH template that has leading zeros in the routing numbers that keep getting dropped off when I convert the excel to a csv. Additionally, very large numbers are condensing to scientific notation with the wrong values when in csv…

*Community Hub is the new name for Sage City