Getting Started

Get your organization, team, and self set up with Funraise!

17 articles in this collection
Written by Tony Sasso, Angelina Pavone, and Blake Goldstein

Organization Information

Setting up a new Funraise account

Everything you need to get your account set up in one handy guide.

Written by Angelina Pavone
Updated over a week ago

Organization information

Edit your organization account settings

Written by Blake Goldstein
Updated over a week ago

Organization Email Addresses

How to add an organization email address or reply-to email address. Set default organization email addresses.

Written by Angelina Pavone
Updated over a week ago

Add a New Team Member

How to invite a new team member to access your account.

Written by Blake Goldstein
Updated over a week ago

Brand Settings

Edit your organization's default brand settings

Written by Tony Sasso
Updated over a week ago

Your Profile Information

Edit your user settings and profile

Edit your personal user settings and add a profile image

Written by Angelina Pavone
Updated over a week ago

Change your password

You can change your password from your profile settings

Written by Blake Goldstein
Updated over a week ago

Reset your password

What to do when you forget your password

Written by Blake Goldstein
Updated over a week ago

Two Step Verification

Add two step verification for an extra layer of user security

Written by Angelina Pavone
Updated over a week ago

Support

Funraise Support Packages

What's included in each Funraise support package

Written by Tony Sasso
Updated over a week ago

Access the Funraise Service Desk

Submit support requests at the Funraise Service Desk

Written by Tony Sasso
Updated over a week ago

Billing Support

We’re here to help! Submit billing requests or questions to billing@funraise.org

Written by Angelina Pavone
Updated over a week ago

Migrating Data

Data Migration Overview

Ready to import data to funraise? Start here.

Written by Tony Sasso
Updated over a week ago

Data Migration - Import Transactions & Supporters

Learn how to organize your migration data with import templates. Import donors and donations into Funraise.

Written by Tony Sasso
Updated over a week ago

Data Migration - Active Recurring Subscriptions

How to migrate active recurring donation subscriptions from an external platform to Funraise

Written by Tony Sasso
Updated over a week ago

Request recurring subscription payment method data from Stripe

How to request recurring donation data from Stripe

Written by Blake Goldstein
Updated over a week ago

Request recurring payment method data migraiton from WePay

How to request recurring donation data from WePay

Written by Angelina Pavone
Updated over a week ago