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Importing Contacts

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Importing Contacts

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Importing Contacts

Importing contacts is the fastest way to bring an existing list into a TntConnect database.

Video: Import Contacts-Setup List in Excel

Video: Import Contacts from Excel

Downloading Names & Addresses from the Web

The fastest and easiest way to get names and addresses into your database is to download them directly from your organization. Once you do this, your only administrative steps are to

Ensure the accuracy of names and addresses (the names you send to may not be as formal as the way your organization has them)

Apply the correct TntConnect information to each contact (such as TNT Phase, Pledge Amount and Frequency, etc.)

Read More > Update Donor Info

Import Contacts from Outlook

The advantage of importing from Outlook is that you may already have a vast amount of information already in Outlook and this is a relatively quick way to get them into TntConnect. The disadvantage is that TntConnect will compare your entire contact list in Outlook with TntConnect.

The contact you are importing does not match any contact already in your database. TntConnect will add this contact as a new contact.

The contact you are importing does match a contact already in your database. TntConnect will not add this contact as a new contact.

You can stop the entire import process or just ignore this contact.

Import Contacts from Text

The primary advantage to importing contacts from a text file is that you have a lot of control over the amount of information you import. This will be especially helpful for those who have extensive databases already.

Read More > Importing Contacts help from the TntConnect Web site

Tip: Split titles / first names

If you inadvertently have Mr. & Mrs. in the same field, or the Husband & Wife names in the same field (typically as a result of importing from your old database) TntConnect has some special file maintenance features, both Split Titles and Split First Names to help resolve this situation.

File | Utilities | Maintenance

Read More > File Maintenance




Comments on this Help Topic

twaisanen wrote re: Importing Contacts
on 30 Nov 2014 3:21 AM

I am brand new to the software and just downloaded it. How do I import contacts from Quickbooks Non-profit addition and also from Microsoft Outlook?

Troy Wolbrink wrote re: Importing Contacts
on 6 Dec 2014 5:51 PM
Grace4timnlisa wrote re: Importing Contacts
on 17 Sep 2017 12:42 AM

I've kept all of our previous donors in a Mac Contacts list. Can I import straight from Contacts? Thank you!

Tim

Troy Wolbrink wrote re: Importing Contacts
on 18 Sep 2017 7:07 PM

Sure.  From Mac Contacts, just export to CSV (or to Excel which can Save As CSV).

sarahooker wrote re: Importing Contacts
on 20 Apr 2018 3:23 AM

Is it possible to import straight from Excel?

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