Let's get your Account Up and Running!
If you haven't signed up yet:
Sign Up & Free Trial
You were sent:
Welcome Email to Set Password & Sign In
Sign In - iDONATEpro CRM
Set Password for First Sign In
Please let us know if you need any help!
Online Calls - Separate Sign In for Candidates and Clients Making Calls Only
Onboarding Steps
Data & Account Set Up
Users
CRM Overview
Training / Tutorials
Quickly Onboard with Clean Data
iDONATEpro supports Unlimited Data with no Storage Fees
- Unlimited Contacts, Campaigns / Clients, Events, Groups, Lists, etc.
We work with Data All Day, Every Day and can help you get migrated quickly.
Stay focused on your Business and Fundraising!
Let our team make sure your Data is Properly Imported & De-Duped
Send us your Data as Quickly as Possible so we can help get it Cleaned-Up, Imported and De-Duped.
Free Data Migration
New Accounts Include 10 Worksheets
(Free Trial: 3 Worksheets)
- Spreadsheet formatted Data Only. (No PDF or Word files)
- Please include a Quick Description of Campaign, Cycle, etc.
- Any Spreadsheet can be imported
Upload Spreadsheets to Import Service
Our Team will Review
Data > Import Service
- or -
Email Spreadsheets: Support@iDONATEpro.com
Your Email is tied to your Account and will be linked by our Support System
Please include a description of the Spreadsheets:
- Campaign / Client / Prospect List associated?
- Financials? Donations, Pledges, etc. Cycles?
- Multiple Tabs/Worksheets? Which are needed?
Import Template - Not Required
Help / How To:
Import Service - Import & De-Dupe Data for You
Prep Files for Import
Import Spreadsheet Data
De-Dupe / Merge Contact Records
Data Integrations Overview
Admin > Users
- CRM Users = Team Members / App Access
- Online Call Users = Clients / Candidates making Calls from separate Online Calls
Would you like help setting up Users?
Send Us Names, Email Addresses and User Types
Questions?
Let's make sure we have everything covered! We're here to help.
Data migration or any other questions you might have?
Send us an Email or Schedule a Call.
iDONATEpro Scheduled Call Calendar
What kind of Organization are you working with?
We work with many types of Organizations across the Country - We'd love to help!
- Independent Political/Non Profit Fundraiser
- Campaign
- Organization (501's)
- Consulting Firm
- Lobbyist
- Regional Party
- Corporate Lobbying
- Other