End User Manual

Where to access the pipeline?

How to log in?

How to update data?

Volgistics:

• Log in to Volgistics, go to Print -> Table Style Reports -> Excel Spreadsheet -> "All volunteer information (stock)"
• When the report is done, an email will appear in the Volgistics Mailbox with the subject "All volunteer information (stock)"; clicking on this message will save the excel file to your computer
• Go to the pipeline website, log in as admin, go to "Admin" tab, select the volgistics file from your Downloads, and click Upload
• Upload can take a few minutes; when the upload is done, there is no immediate feedback; navigate to a different tab and then back to the Admin tab to see if the "Last Updated" date was refreshed

Salesforce:

Contacts

• Go to report in salesforce
• Click on the filter icon, and select "Last Modified Date" and specify the time interval since the last report
• Select "Export" and "Details Only", and xlsx format

Donations

• Same as above but use this report
• Rename the following columns:

New file -> Old file Recurring donor - A -> Recurring donor Account ID 18 -> Account ID (18 digit) Contact ID 18 -> Contact ID (18 Digit) Opportunity ID 18 -> Opportunity ID (18 Digit)

Shelterluv:

No need to upload; system will connect to Shelterluv automatically