Procedure for obtaining and importing
archived CCCI donation data into TntMPD
1. Request the File from Donation Services
Send an email to Donation Services (donation.services@ccci.org)
requesting the "Archive_Donation Query" for your staff account. Please
provide your staff account number.
2. Prepare the File
Once you get your file from Donation Services, open it in Excel.
Make sure they sent you the right data. This is how the first row should
look (with exactly these field names):
|
PEOPLE_ID |
ACCT_NAME |
DISPLAY_DATE |
AMOUNT |
DONATION_ID |
DESIGNATION |
MOTIVATION |
Under the “File” menu, click on “Save As”.
1.
Where it says, “Save in:”, select “Desktop”.
2.
Where it says “Save as type”, select “CSV (Comma delimited)”.
3.
Finally, click on “Save” and close Excel.
3. Import the File into TntMPD!
-
Open TntMPD.
-
Under the “Tools” menu,
click on “Address and Gift Input from File”.
-
Click on “Browse”
-
Where it says “Look
in:” select “Desktop”.
-
Choose the file you
just saved in Excel.
-
Click “Open”.
-
Click “Next”, etc.
|