I am setting up Donor Manager for the first time and have imported my donor list with its basic information. I see there are limited DM fields which to choose from when importing, is there any way to import the month-by-month giving records for prior years?
Thanks!
Importing prior period gifts
Importing prior period gifts
Richard Blair
HCJB World Radio
HCJB World Radio
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importing prior year giving data
As you have discovered, there is no "out of the box" import of prior giving history. There are so many ways these have been set up by other people that I just haven't found a system for doing this yet.
But, I can generally do this pretty quickly for you. E-mail your giving history file to me (john@donormanager.com), or a few lines of it and I'll take a look. Most of the time I can do these in about 10 minutes or less.
But, I can generally do this pretty quickly for you. E-mail your giving history file to me (john@donormanager.com), or a few lines of it and I'll take a look. Most of the time I can do these in about 10 minutes or less.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation