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What is the procedure for obtaining and importing archived CCCI donation data into TntMPD?


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First published by:
Troy Wolbrink
on 29 Sep 2008
Last revision by:
Troy Wolbrink
on 3 Apr 2013
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What is the procedure for obtaining and importing archived CCCI donation data into TntMPD?

Procedure for obtaining and importing
archived CCCI donation data into TntMPD


1. Request the File from Donation Services

Send an email to Donation Services (donation.services@ccci.org) requesting the "Archive_Donation Query" for your staff account.  Please provide your staff account number.

 

2. Prepare the File

Once you get your file from Donation Services, open it in Excel.  Make sure they sent you the right data.  This is how the first row should look (with exactly these field names):

PEOPLE_ID

ACCT_NAME

DISPLAY_DATE

AMOUNT

DONATION_ID

DESIGNATION

MOTIVATION

> Be sure to scroll to the bottom and remove any rows at the bottom containing sum totals.

> The DISPLAY_DATE column must be formatted as: M/D/Y.

> The AMOUNT column must be formatted as a general number, and must not have any commas to separate thousands.  Also, it can not have a $ currency symbol.

Under the “File” menu, click on “Save As”.

1.       Where it says, “Save in:”, select “Desktop”.

2.       Where it says “Save as type”, select “CSV (Comma delimited)”.

3.       Finally, click on “Save” and close Excel.

 

3. Import the File into TntMPD! 

  1. Open TntMPD.
  2. Under the “Tools” menu, click on “Address and Gift Input from File”.
  3. Click on “Browse”
    1. Where it says “Look in:” select “Desktop”.
    2. Choose the file you just saved in Excel.
    3. Click “Open”.
  4. Click “Next”, etc.

Recent Comments

By: David Cox Posted on 14 Aug 2014 4:44 PM

Hi most of the fields above are self-explanatory. But can you tell me what the ACCT_NAME field is? Where is it defined?

Also, just to make sure I understand, PEOPLE_ID is a unique field for the person in TntMPD. How do I find out what that number or ID is for an existing contact?

Also, DONATION_ID is a unique ID for each donation. Is that right? If I understand this correctly, donor 1 gives 2 gives in the same month, $100 and $125, then each is a separate entry with its separate DONATION_ID, and they both will be combined and shown as a single monthly gift, right?

In Christ,

David Cox

By: Troy Wolbrink Posted on 22 Aug 2014 3:36 PM

Hi David,  All those fields are explained here:  www.tntware.com/.../how-would-i-send-our-staff-a-monthly-or-weekly-tntmpd-datasync-file.aspx

The donor id doesn't come from TntMPD, it comes from your donation processing system.  If no donation processing system, make something up.  It just needs to be consistent and unique per donor.

The donation id needs to be unique over all time for all gifts.

By: peacemakerdill Posted on 11 Mar 2015 5:14 PM

Hi Troy. I am trying to understand the DONATION_ID field as well, because my organization doesn't yet provide one, so I'm prepared to make one up. However, I'm confused by, "It just needs to be consistent and unique per donor." I understand you're saying that every donation gets a unique code, but I notice in the examples I've seen that these codes are generally five characters with the first two characters always being the same.

My questions are:

Which part of the DONATION_ID must be "consistent"? (Consistent per the donor? Consistent per .csv sheet? Consistently unique?)

Is there a risk to designing my own DONATION_ID code system if my organization later develops one?

By: Troy Wolbrink Posted on 16 Mar 2015 6:49 PM

Unique means that no two donations share the same donation id.

Consistent means that if I ever see the same donation again (in a future import) it will still have the same donation id.

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