DonorAtlas Help Center

Your network are the people who can make introductions for you. DonorAtlas uses your network to show mutual connections and best paths for an introduction.

• “What is my network in DonorAtlas?”
• “How does DonorAtlas find connections?”

Import your prospects, donors, or any other list of people to see DonorAtlas profiles on each. This article explains the process of importing your data.

• “How do I import my donors into DonorAtlas?”

Get your data out of DonorAtlas as a spreadsheet or PDF: this article explains exporting from DonorAtlas.

• “How do I export donors to a spreadsheet?”
• “Can I download a donor profile as a PDF?”

The native Salesforce and Raiser's Edge NXT integrations write DonorAtlas data onto your records directly. See what they sync and how to set them up on the integrations page.

• “How do I see DonorAtlas info within my CRM?”
• “How do I send donors from DonorAtlas to my CRM?”

Organize donors in DonorAtlas by using lists. This article covers how to build lists, work inside them, and keep them organized.

• “How do I add a donor to a list?”
• “How do I create a new list?”

DonorAtlas runs AI research on prospects using the entire internet when you need it. This article explains how to trigger that process and how it works.

• “How do I refresh a donor's profile?”

DonorAtlas accounts have import credits, export credits, and a limit on the number of seats (users) on your team. This article goes in-depth into these systems!

• “How do I add someone to my team?”
• “What counts as an import or an export?”