# CiviPlus Knowledge Base

> Welcome to the CiviPlus Knowledge Base! Get started below...

## Getting Started

- [Welcome to CiviPlus](https://guide.civi.plus/en/articles/9484837-welcome-to-civiplus.md): An introduction to the Knowledge Base
- [Organising your data](https://guide.civi.plus/en/articles/9485062-organising-your-data.md): This step is essential!
- [Contact Types](https://guide.civi.plus/en/articles/9485644-contact-types.md): Understanding the basics about Contact Types in CiviPlus
- [Relationships](https://guide.civi.plus/en/articles/9506696-relationships.md): Understanding the basics about Relationships in CiviPlus
- [Activity Types](https://guide.civi.plus/en/articles/9507368-activity-types.md): Create your own Activity Types, and use them with Custom Fields
- [Custom Fields](https://guide.civi.plus/en/articles/9507416-custom-fields.md): An introduction to Custom Fields in CiviPlus, and example of how to create them
- [Dropdown lists \(Option Groups\)](https://guide.civi.plus/en/articles/9507874-dropdown-lists-option-groups.md): How to manage lists of preset values for fields like Prefixes, Statuses etc.
- [Adding Users and Roles](https://guide.civi.plus/en/articles/9615552-adding-users-and-roles.md): The basics about Users, Roles and Permissions in CiviPlus
- [Importing your data](https://guide.civi.plus/en/articles/9639266-importing-your-data.md): Use the Wizards to easily import Contact, Activity, Event Participant, Contribution and Mebership data into CiviPlus
- [Resolving Duplicate Contacts](https://guide.civi.plus/en/articles/13333633-resolving-duplicate-contacts.md): How to identifying and fix duplicate Contacts in CiviPlus
- [Getting started for sending mailing](https://guide.civi.plus/en/articles/9639315-getting-started-for-sending-mailing.md): A few simple configuration steps before you start sending emails from CiviPlus
- [Need some assistance? Talk to us ....](https://guide.civi.plus/en/articles/9639318-need-some-assistance-talk-to-us.md): Can't find the answers you need? Get in touch!
- [Complex Data Imports](https://guide.civi.plus/en/articles/10785915-complex-data-imports.md): Use the API CSV Importer to import complex data into CiviPlus
- [Tags](https://guide.civi.plus/en/articles/11823904-tags.md): How to make best use of Tags in CiviPlus
- [Profiles](https://guide.civi.plus/en/articles/11824378-profiles.md): What Are Profiles and How to Use Them Effectively

## Migrating to CiviPlus

- [Migrating to CiviPlus: Introduction](https://guide.civi.plus/en/articles/9660505-migrating-to-civiplus-introduction.md): How to migrate to CiviPlus: An introduction
- [Migrating from CiviCRM: The CiviPlus Migration Tool](https://guide.civi.plus/en/articles/9660517-migrating-from-civicrm-the-civiplus-migration-tool.md): Learn about our CiviCRM to CiviPlus migration tool and how we can support your migration to CiviPlus from CiviCRM
- [Migrating content with Node Export](https://guide.civi.plus/en/articles/10588129-migrating-content-with-node-export.md): Exporting and Importing a Node or content page
- [How to migrate users to CiviPlus](https://guide.civi.plus/en/articles/12658227-how-to-migrate-users-to-civiplus.md): Find out how to setup new users including portal users in bulk

## Fundraising

- [Introduction to Fundraising](https://guide.civi.plus/en/articles/9822881-introduction-to-fundraising.md)

## Membership

- [Introduction to Membership](https://guide.civi.plus/en/articles/11009324-introduction-to-membership.md): Overview of the Membership features in CiviPlus

## Setting up a Grants or Awards application process

- [Application Review Panel Configuration](https://guide.civi.plus/en/articles/12231673-application-review-panel-configuration.md): How to set up a Review Panel so that SSP Users can review applications

## Finance

- [Introduction to Finance in CiviPlus](https://guide.civi.plus/en/articles/10228400-introduction-to-finance-in-civiplus.md): Getting started understanding Finance in CiviPlus
- [How to configure CiviPlus Finance](https://guide.civi.plus/en/articles/10188967-how-to-configure-civiplus-finance.md): The process to configure CiviPlus Finance
- [Companies and Multiple Company Accounting](https://guide.civi.plus/en/articles/10193119-companies-and-multiple-company-accounting.md): How to maintain separate financial records If you have multiple legal entities
- [Invoicing in CiviPlus](https://guide.civi.plus/en/articles/9701184-invoicing-in-civiplus.md): Understand how to create an invoice in CiviPlus
- [How to create and allocate credit in CiviPlus](https://guide.civi.plus/en/articles/9701190-how-to-create-and-allocate-credit-in-civiplus.md): Create and manage credit notes with CiviPlus's powerful features
- [Creating a Sage 50 Export file](https://guide.civi.plus/en/articles/10249037-creating-a-sage-50-export-file.md): How to batch and export transactions for Sage 50
- [Stripe payment processor](https://guide.civi.plus/en/articles/13178838-stripe-payment-processor.md): Setting up and using Stripe for online payments
- [GoCardless Direct Debit](https://guide.civi.plus/en/articles/13430352-gocardless-direct-debit.md): Setting up and using GoCardless with CiviPlus
- [Switching to Direct Debit via the SSP](https://guide.civi.plus/en/articles/13430448-switching-to-direct-debit-via-the-ssp.md): How members can switch to GoCardless
- [Add a Logo to the invoice template](https://guide.civi.plus/en/articles/13430963-add-a-logo-to-the-invoice-template.md): How to add your own logo to invoices
- [Displaying custom data on invoices](https://guide.civi.plus/en/articles/13490010-displaying-custom-data-on-invoices.md): How to add extra information onto your invoices
- [How to issue a refund in CiviPlus](https://guide.civi.plus/en/articles/15862325-how-to-issue-a-refund-in-civiplus.md): Refund a payment correctly \(and create the credit note that keeps your records balanced\)

## The Self Service Portal

- [Introduction to the Self Service Portal](https://guide.civi.plus/en/articles/9707976-introduction-to-the-self-service-portal.md): A central hub for members, supporters, and stakeholders to manage their information

## Website builder

- [PlusCMS terminology](https://guide.civi.plus/en/articles/9619166-pluscms-terminology.md): Commonly used phrases or labelling of concepts in PlusCMS.
- [Building Pages](https://guide.civi.plus/en/articles/9619349-building-pages.md): Learn the basics on how to create content pages for your site.
- [Managing Content](https://guide.civi.plus/en/articles/9627098-managing-content.md): Learn how to Add, find and edit content.
- [Managing Menus](https://guide.civi.plus/en/articles/9627145-managing-menus.md): Learn how to create and manage menus, menu links and to add menu links when saving content.
- [Managing your files](https://guide.civi.plus/en/articles/9832788-managing-your-files.md)
- [Paywall content](https://guide.civi.plus/en/articles/11722771-paywall-content.md): How to use paywall restrictions in PlusCMS
- [Nodequeue \(Curated Content Lists\)](https://guide.civi.plus/en/articles/9772532-nodequeue-curated-content-lists.md): How to use and create Nodequeues in PlusCMS
- [Taxonomies](https://guide.civi.plus/en/articles/9832143-taxonomies.md)
- [Sitemap](https://guide.civi.plus/en/articles/10021385-sitemap.md): How PlusCMS sitemap works
- [Basic Guide to Content Migration](https://guide.civi.plus/en/articles/11896259-basic-guide-to-content-migration.md): Find out how to migrate content from your existing site to PlusCMS

## Resource Shop

- [Introduction](https://guide.civi.plus/en/articles/12691267-introduction.md): Overview of how the Resource Shop works within your CMS and how it connects to CiviPlus for managing payments, products, and resources.
- [Setup Guide](https://guide.civi.plus/en/articles/12689549-setup-guide.md): Learn how to configure your Resource Shop’s core settings — including payments, currency, shipping, and taxes — to ensure orders and contributions are processed correctly in the CRM.
- [Shop Admin Guide](https://guide.civi.plus/en/articles/12691147-shop-admin-guide.md): Learn how to access the Resource Shop from the admin menu and navigate key sections like Products, Product Displays, and Configuration.
- [Managing Orders](https://guide.civi.plus/en/articles/12691352-managing-orders.md): Learn how to manage customer orders, record payments, and understand the end-user experience from purchase to resource access.
- [End User Experience](https://guide.civi.plus/en/articles/12706268-end-user-experience.md): Understanding the end user experience of your shop

## CiviPlus Forms

- [Introduction to Webforms](https://guide.civi.plus/en/articles/9974124-introduction-to-webforms.md): Understand what a Webform is, and what it can be used for
- [Embedding a form into a website page](https://guide.civi.plus/en/articles/9937566-embedding-a-form-into-a-website-page.md): You can easily embed a simple Profile form into any website
- [Creating a simple Webform in CiviPlus](https://guide.civi.plus/en/articles/9974650-creating-a-simple-webform-in-civiplus.md): Create a simple Webform to update custom fields on the CiviPlus contact record

## Continuing Professional Development

- [Introduction to CPD](https://guide.civi.plus/en/articles/10978009-introduction-to-cpd.md): CPD data is logged automatically or manually in CiviPlus, and available via the Portal
- [Configuring CPD in CiviPlus](https://guide.civi.plus/en/articles/11002469-configuring-cpd-in-civiplus.md): How to configure CPD on your system
- [Using CPD in CiviPlus](https://guide.civi.plus/en/articles/10978295-using-cpd-in-civiplus.md): How to use the CPD module in CiviPlus

## Miscellaneous

- [Search Kit Tokens](https://guide.civi.plus/en/articles/11086911-search-kit-tokens.md): Create your own tokens using search kit
- [Cleaning Up CiviPlus Before Go-Live \(Post-Testing\)](https://guide.civi.plus/en/articles/12557370-cleaning-up-civiplus-before-go-live-post-testing.md): How to clear CiviPlus of test contacts and other data

## CiviPlus API Key Guidance

- [Getting started with the API](https://guide.civi.plus/en/articles/9767647-getting-started-with-the-api.md): Guidance on using the API in CiviPlus