WayCool Software, Inc.

<a href="https://help.coolfocus.app/en/articles/7004669-integrations-cdm" rel="nofollow noopener noreferrer" target="_blank">Follow these instructions to set up the integration between CDM+ and CoolFocus and then continue with the instructions below.</a>

Click on "CDM+ Import" on the bottom left of the Donor dashboard.

Enter your date range in the "Deposit Start Date" and "Deposit End Date" fields.

Match Donors to an Existing Donor in CoolFocus, or create a New Donor.

To match the Donor to an Existing Donor - click Link to Donor. A pop-up window will appear. Enter the Donor's name in the Link to field, select from the list of Existing Donors, and click Ok.

Click Link to Donor and then click Create New Donor, if there is not an Existing Donor in CoolFocus to match to.

Select the Source to assign to the Contributions. This is not a required field.

Enter a "Deposit Number" to assign to the Contributions. This is not a required field.

1. Click on "CDM+ Import" on the bottom left of the Donor dashboard.
2. Enter your date range in the "Deposit Start Date" and "Deposit End Date" fields.
3. Click "Get Transactions".
4. Match Donors to an Existing Donor in CoolFocus, or create a New Donor.
 To match the Donor to an Existing Donor - click Link to Donor. A pop-up window will appear. Enter the Donor's name in the Link to field, select from the list of Existing Donors, and click Ok. 
 
 Click Link to Donor and then click Create New Donor, if there is not an Existing Donor in CoolFocus to match to.
 
5. Select the Source to assign to the Contributions. This is not a required field.
6. Enter a "Deposit Number" to assign to the Contributions. This is not a required field.
7. Click "Approve Transactions".