TntMPD
Powerful software for ministry partner development...
Tutorial: Downloading Gifts from the Web

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

Tutorial: Downloading Gifts from the Web

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If your organization supports web downloads, you can download your gifts directly from your organization. Many missionaries will choose to do this at the same time as they download their addresses from the web.

TntMPD will connect with your organization’s donation system if your organization supports web-download of donation data. You can do this when you are setting up your database, or at any time after your database is set up.

Tutorial: Downloading Gifts from the Web

1.Press the <Gift Input> button.

Menu Path: Tools | Gift Input from Web

2.Select your organization from the drop-down list and enter your login and password you use to access your donor software. TntMPD will remember your login and password for future downloads.

Tip: Account Balance with your organization

You can see if you are correctly linking with your organization during the Gift Input process. When you walk through the Gift Input screens, your Account Balance should appear at the bottom. Sometimes your ministry systems are off-line, or maybe your internet connection is not working.

If your organization does not support this feature, the Account Balance will appear as "n/a".

3.Select the date range to synchronize. The first time you download, the displayed calendar will show the earliest date available for your organization. In future downloads, TntMPD will go back about 3 weeks.

Check "Try to match existing contacts" if you want TntMPD to match downloaded contacts with existing contacts already in your database.

4.Press the <Download> button.

5.Downloading addresses and gifts from your ministry’s donation system can be a time-consuming process, especially the first time. You can download addresses separate from the gifts, or you can download address changes at a later date.

Read More > Address Input from Web

6.You have to wait while TntMPD downloads the contacts from your ministry’s donation system. TntMPD will download all active donors in your file, not just the ones who have given in the time frame you selected.

7.If you have already loaded your contacts into your database, TntMPD will ask you to match each downloaded contact with an existing contact. This could be time consuming, but is one of the few time-consuming tasks you will encounter when setting up TntMPD.

8.Press the <Next> button.

TntMPD will add the contacts to your database.

9.Once TntMPD has added all of your contacts, you will also see a list of all gifts to be downloaded.

10.Press the <Next> button.

Tip: Edit gifts during download

When downloading gifts via the Web, double-click on any gift in the list to edit the gift and appeal information, add a memo, etc. You can also edit gifts later on the MPD Tab for any contact.

Read More > Editing Gifts

11.Finish the synchronization.

Finish and add all gifts to your database.

If you do not want to add the gifts to your database.

Note: Sometimes TntMPD cannot synchronize and you will have to perform the download and synchronization again. Doing so will not affect those gifts already downloaded.

Note: You do not need to worry about downloading the same gifts twice. Every gift has a unique ID number. When a gift is downloaded multiple times, TntMPD will recognize any gift ID that has already been downloaded and ignore it.

Tip: Gift Adjustments

By default, TntMPD goes back three weeks from your last download of gifts. So if you downloaded two weeks ago, TntMPD will go back five weeks to check for gift adjustments. Sometimes, however, your organization may adjust a gift from many weeks, or even months, in the past.

To check for these adjustments, periodically set your Start Date for gift download back one whole year. Then TntMPD will download all gifts from the past year and check your TntMPD database for matches. By doing this, you can see any gifts that are added and/or deleted.

Read More > Tutorial: Downloading Gifts from the Web