DonorWise TM
Enhanced communication with donors, enhanced ministry credibility...
Import Profile

The Import Profile is what DonorWise uses to retain information about common imports. For example, if a bank sends you a file every month, and that file includes many of the same donors and designation numbers, the import profile will save you from having to look up each contact and designation every month.

The Import Profile remembers the following:

Field mapping. The formatted fields from a particular bank and how they are mapped to DonorWise.
Cross References (your assignment of names to contacts and/or designation numbers)
Default Currency
Payment Type

If you do not choose an Import Profile, DonorWise will automatically assign one, named "Last Import", which will be available the next time you import.



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