DonorWise TM
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  • Add Derived Fields

    Adding Derived Fields A typical bank transaction has at least a date, an amount, and some sort of text. As long as this description is consistent from month-to-month for the same transaction, DonorWise can be taught to match the description with the donor and designation ids. The challenge with the import...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: Import Batches, Import Batches Add Derived Fields, Add Derived Fields
  • Add Cross Reference

    Add Cross References Cross References are the matching between the information in your csv file and what that means to DonorWise. For example, a bank file may have a reference number 123456789; to your ministry that reference number identifies the €50 donation from contact 10101 to designation 20202...
    Posted to DonorWise Help by TntWare on 16 Aug 2016
    Filed under: Cross References Adding, Import Batches, Import Batches Add Cross References, Cross References
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