Automation & Workflow is the space for data governance and data cleanup. Access the API section here, as well as the importer and exporter, scheduler, query builder, and workflow triggers. Maintain the efficiency of contacts by merging and deduping them in this section.

• Queries: What Can I Do with Queries - Locating Contacts Within X Miles
• Queries: What Can I Do with a Query: Donations Within X Days
• Queries: What Can I Do with Queries - Event Registration
• Assigning Groups, Tags, and Opt- In Lists Through Importer (Legacy)
• Trigger Tool – Creating an Opt-In List (Legacy)
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Reports & Analytics: How to Use the Report Builder Tool
• Contacts: Managing Contact Status Types and Priority
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Sustainer Records: How to Deactivate Sustainers in Mass
• API Configuration: How to Configure your WealthEngine API Key
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Data Governance: Best Practices for Backing Up Data (Legacy)
• Data Importing: How to Import Transactions
• Workflows: How to Bulk Delete Transactions Using Transformation Tool
• Data Importing: How to Import Relationships
• Tributes: How to Clean Up Tributes without Acknowledgees
• Contacts: How to Create and Manage Activities (Legacy)
• Workflow & Automation: Data Governance - Transaction Management (Duplicate Transactions)
• Automation & Workflow: A Basic Understanding of Triggers
• Data Import: How to Import Soft Credits
• Email Activity Tracking within CharityEngine
• API Integration: Configuring API User Account (Legacy)
• Automation & Workflow: Manually Sending Year End Statements to Households
• Automation & Workflow: Using the Import Functionality to Append Data
• Data Enrichment Job: How to Update Address with the Zip +4 and USPS Address Correction feature
• Trigger Tool: How to Auto Assign Contacts to a Household
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration & Reporting(Legacy)
• Reporting and Dashboards
• Reports & Analytics: Overview and Usage of the Reports & Analytics Application
• Automation & Workflow: Modifying a Data Job
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Automation & Workflow: Data Transformation
• Automation & Workflow: An Overview of Triggers & Use Case - Examples
• Data Importing: How to Import Pledge Accounts & Historical Pledge Transactions
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Queries: What Can I Do with Queries - Creating A Transaction List - People, Households, Organization
• In-Kind Gifts: How to Create and Manage In-Kind Gifts - A Comprehensive Guide
• Data Governance: Change Logs
• Data Importing: External Bulk Verification Services
• Automation & Workflow: An Introduction to Queries
• Developer: API - Installing the CharityEngine Public Web API
• Data Importing: How to Import Contact - People Data
• Assigning Groups, Tags, and Opt- In Lists Through Importer
• Data Importing: Contacts & Use of Contact Matching
• Exporting Data: How to Schedule an Export Data Job
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Email Campaigns: How to Build Opt In List - Using Query Builder to Segment Existing Lists
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Reports & Analytics: An Introduction to Frequent Reporting Options within CharityEngine
• Trigger Tool – Creating an Opt-In List
• Data Governance: Best Practices for Backing Up Data
• API Integration: Configuring API User Account
• Automation & Workflow: Merge History