How-To Guides

Nonprofit: How to Do an Express Screening
Express is the quick, DIY method of screening! This is what you’ll use whenever submitting a file of fewer than 100,000 records at a time (unless it require...
Mon, 6 Jul, 2020 at 10:52 AM
Nonprofit: How to Do a Batch Screening
Batch Upload is used to screen extremely large files of over 100,000 records at a time, as well as any files that require additional processing, such as an ...
Fri, 11 Dec, 2020 at 4:52 AM
Nonprofit: How to Create a Custom Import Template
An Express screening is processed, from start to finish, by the computer. That means your file must fit an exact template in order for the system to read it...
Sun, 23 Aug, 2020 at 4:18 PM