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I just completed adding 2003 to 2007 to our Historical Batch. We had from 2008 up until September of 2018, the month we started using Donorwise. I added the donors and then added the earlier donations to the csv file that I had kept from our initial import into the Historical Batch. Here's the question...
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Trying to set up DW so that we can start using it. I am getting the Historical Batch together but running into a problem. Some of the Dates Tendered in the Historcal Batch information are after the date of the beginning of the first period in DW (apparently it is 5/1/2018). When I run the Test import...
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I am preparing and old Access Database to move to Donorwise. The plan is to use the Excel templates available in the downloads section of this site and copy exported spreadsheets into the appropriate rows. After some cleaning up I think it will go quite nicely. Here's my question: I will be first...
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Blank spreadsheets for importing contacts, designations and historical donation batch to new DonorWise database. Helpful tips from Bob Macleod included. Ref: DonorWise 3.x: Importing data to DonorWise
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by
tsanyao
on 27 Feb 2015
Filed under: import contacts, import designation, historical batch
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i'm looking for spreadsheet templates for importing data into an empty DonorWise database In particular: Contacts Designation Historical Batch DonorWise has an excellent field mapping interface for importing all the above. Nonetheless, spreadsheet templates with essential columns would be helpful...