Adding contacts

[DaveJohnson]

I have an Excel File filled with about 50 new partners I wish to add to my existing DM database. The list includes names, addresses, phone numbers, and email addresses. What is the easiest way to import this list into my DM without affecting the existing partners?

Dave

[jmuehleisen]

Using the pull down menus at the top of your screen (/File /Edit /Report /Tools) choose Tools -> Import -> Import from Excel.

Make sure your Excel file is in Excel 5.0/95 format (Excal 97/2003 format sometimes causes a crash) and then "map" those fields.

After mapping, and right before you import the names, the Donor Manager will ask you if you want to add these names to your data file, or replace your data file with these names.

You will want to "add" them to your file (of course!)

That should do it for you.

[DaveJohnson]

Thanks! Worked like I hoped!

[jmuehleisen]

Great. I'm glad to hear that worked out for you.