TntConnect
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Update Donor Info

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Update Donor Info

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The Update Donor Info tool is found on the Tools menu. It operates just like the Update Gift Info feature, except that instead of downloading gifts, it only downloads addresses and phone numbers.

Read More > Tutorial: Downloading Gifts from the Web

The Address Input follows these steps:

1.Step 1: Confirms your username and password to your ministry's Web system

2.Step 2: Offers options for downloading addresses and phone numbers

Download all addresses.

Checked: This downloads all addresses associated with your account, from the earliest available dates in your Ministry's system.

Unchecked: Downloads only addresses updated since the date you select on the calendar.

Try to match existing contacts. TntConnect tries to match contacts from the download with the existing contacts in your list.

3.Step 3: Downloads addresses and asks you to match any contacts it cannot identify. (If you have been downloading gifts, you probably will not have any to match.)

4.Step 4: Offers to lookup all contacts whose addresses or phone numbers are out-of-sync with your organization. This does not indicate that these out-of-sync items are from this download; they may have been out-of-sync before.

Menu Path: Lookup | Unreviewed Account Info

Note: Although TntConnect will download addresses and highlight discrepancies between your TntConnect database and your organization, it will not highlight name discrepancies. For example, if a donor's name changed and was changed in your organization's database, there will be no visible evidence in your TntConnect database. However, you can see the donor name as it appears in your organization by looking at the View Org Info screen.




Comments on this Help Topic

mattmartin26 wrote re: Update Donor Info
on 3 Apr 2014 7:24 PM

Can we suggest / request that the Name field from Donorwise also be highlighted in the 'unreviewed' window, and allowed to be changed by clicking (just like address & email)?

Also, we noticed that beyond the first 1 or 2 phone numbers, additional numbers aren't showing up. Are not all the address, phone & email fields downloading?

Troy Wolbrink wrote re: Update Donor Info
on 4 Apr 2014 5:48 PM

Hi Matt, Thanks for your suggestion regarding this.  I'll definitely take it into consideration.  Currently there are only three phone numbers exported from DonorWise:  Preferred Phone, Mobile Phone and Spouse Mobile Phone.  There are only two email addresses exported as well (one for each spouse).

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