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Importing Contacts

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Importing Contacts

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Importing Contacts

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

View > Video: Import Contacts-Setup List in Excel

View > Video: Import Contacts from Excel

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