Use this link to share with your colleagues:
Part 5: Importing Donations: https://help.patronmanager.com/a/1196775
This webinar will cover importing new donations from an excel spreadsheet into your PatronManager account, and qualify them to any existing patron records.
Prerequisite: Importing Accounts/Contacts
Note: The DIY Data Exam and Certification is no longer available; however, these instructions will still help you to learn how to import your own data into PatronManager.
In December 2025, PatronManager released an update that changed the field names on Donations from "Donor" to "Contact" and from "Donor ID" to "Contact ID."
Please note this change from the PDF above and video below!