Testing an Import Once all the fields have been edited to ensure they match to Donor IDs, Designation numbers, etc., you can Test the import. Press the <Test> button. The value of a test is to allow DonorWise to verify that all of the information is importable, such as ensuring that every Donor...
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DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: Import Batches, Import Batches Test and Import
Skip Records There may be records in the import file that are not donations, such as payments or deposits. By adding a Skip Record column, you can identify any common text that can be used to identify records that are always skipped. Notice that when the Skip Record field is marked "TRUE" ...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: Import Batches, Import Batches Skip Records
Import Batches Bank Import DonorWise can create batches using imported, comma-separated (.csv) files. These files will typically come from one of two sources: Your Bank Most ministries have some, if not all, of their contributions processed through the banking system. The bank then sends a file (or you...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: batches, batches importing, Import Batches
Cross References can be edited after they are assigned. Edit Cross References 1. Press the <Edit Cross References> link. 2. Select the field that has the cross reference to edit. 3. Modify the Cross Reference. 4. Press the <Save> button. Paste Rows If you have a large number of Cross References...
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DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: Import Batches, Cross References, Cross References Edit Cross References, Import Batches Edit Cross References
The Import Donations page allows you to view the lines in your Import file, match the fields to DonorWise fields, and match specific lines with contacts and designations. In order for the file to be imported correctly, the following things need to occur: • Every field in the import file must be...
Posted to
DonorWise Help
by
TntWare
on 16 Aug 2016
Filed under: batches, Import Batches, Batches Import Batch Assignment, Import Batches Import Batch Assignment