TntMPD
Powerful software for ministry partner development...
Importing Contacts

Contents

Introduction
TntMPD Overview
TntMPD History
Shortcuts
TntMPD Views
Quick Reference Guides
Reference Guide: TntMPD Overview
Reference Guide: Managing Contacts
Reference Guide: The MPD Tab
Reference Guide: Tasks & History
Reference Guide: Using Lookups
Reference Guide: Using Appeals
Reference Guide: Using Mail Merge
Reference Guide: Import Contacts
Reference Guide: Using Groups
Getting Started
About Printing
Installing TntMPD
Login/Password Error
Tutorial: Creating a new TntMPD database
Setting TntMPD Options
Tutorial: Set Your TntMPD Options
General Tab
Gifts Tab
Regions Tab
International Tab
User Interface Tab
Installation Tab
Managing Contacts Overview
Tutorial: Contact View Overview
Tutorial: Adding/Editing a Contact
Matching Contacts
Exporting Contact Information
Summary Data
Address Tab
Greetings
Phone Numbers
Email/Internet Addresses
MPD Tab
Tutorial: MPD Tab Overview
MPD Phase
Next Ask
Pledge
Region
Referred by
Likely to Give
Send Newsletter
Deceased Contacts
Direct Deposit
Magazine
Tasks/History Tabs (Contact View)
Groups Tab (Contact View)
Notes Tab
Personal Tab
Pictures Tab
User Tab
Other Contact/Group Menu Items
Add Referrals
View Organization Info
Address / Phone Out of Sync
Manually Add Donor IDs
Combining multiple accounts for one contact
View Details
Send Email to your Contact(s)
Deleting Contacts
Importing Contacts
Address Input from Web
Gifts & Appeals
Tutorial: Downloading Gifts from the Web
Giving History
Tutorial: Adding New Gifts
Gift Input Form (manual input)
Address and Gift Input from File
Dealing with Gifts
Editing Gifts
Deleting Gifts
Splitting Church/Foundation Gifts
Appeal Tracking
Tutorial: Creating Appeals
Associate History with an Appeal
Tutorial: Log gifts from an Appeal
Review Appeal results
View Giving Trends Report
Lookups Overview
Tutorial: Create a Basic Lookup
Lookup Dialog Box
Successive Lookups
Lookups Sort Order
Lookup Menu Items
Lookup Favorites
Default Lookup
MPD Lookups
Groups / Saved Groups
Current vs. Saved Groups
Tutorial: Setting up a new Saved Group
Current Group
Tutorial: Change a Field (for all Contacts in the Current Group)
Tutorial: Log History (for all Contacts in the Current Group)
View Giving History
Send Group Email
Tasks & History
Task Types
Tutorial: Schedule a Task
Tutorial: Log History
Automatic Action for New Gifts
Clearing or Exporting Tasks
Writing Meaningful Descriptions
Saved Descriptions
MPD Phase Auto-change
Analysis & Tools
Analysis View
Support Progress Box
Contacts & Referral Pool
Weekly Activities
Charts
Pledge Fulfillment Report
Contribution Report
Birthday & Anniversary Report
All Pictures
Other TntMPD Tools
Schedule View
Sync with Outlook
Mail Merge
Tutorial: Mail Merge
Tutorial: Mail Merge-Labels
Tutorial: Email Merge
Mail Merge Favorites
Practical Merge Tips
TntSync
Tutorial: Synchronize two TntMPD Databases
Tutorial: Synchronizing Files & Folders
Backups
Copying your Database
File Maintenance
Compact & Repair Database
Check for Updates on the Web
Exporting from TntMPD
Link with Microsoft Access
Getting Help
Community View
Error Reporting
View System Info
Help | About
Pick Lists
TntMPD Pro
All TntMPD Tips

Syndication

Importing Contacts

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Importing Contacts

Importing contacts is the fastest way to bring an existing list into a TntMPD database.

Downloading Names & Addresses from the Web

The fastest and easiest way to get names and addresses into your database is to download them directly from your organization. Once you do this, your only administrative steps are to

Ensure the accuracy of names and addresses (the names you send to may not be as formal as the way your organization has them)
Apply the correct TntMPD information to each contact (such as MPD Phase, Pledge Amount and Frequency, etc.)

Read More > Address Input from Web

Import Contacts from Outlook

The advantage of importing from Outlook is that you may already have a vast amount of information already in Outlook and this is a relatively quick way to get them into TntMPD. The disadvantage is that TntMPD will compare your entire contact list in Outlook with TntMPD.

The contact you are importing does not match any contact already in your database. TntMPD will add this contact as a new contact.

The contact you are importing does match a contact already in your database. TntMPD will not add this contact as a new contact.

You can stop the entire import process or just ignore this contact.

 

Import Contacts from Text

The primary advantage to importing contacts from a text file is that you have a lot of control over the amount of information you import. This will be especially helpful for those who have extensive databases already.

Read More > Importing Contacts help from the TntMPD Web site

Tip: Split titles / first names

If you inadvertently have Mr. & Mrs. in the same field, or the Husband & Wife names in the same field (typically as a result of importing from your old database) TntMPD has some special file maintenance features, both Split Titles and Split First Names to help resolve this situation.

Menu Path: File | Maintenance

Read More > File Maintenance