Importing monthly reports

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Importing monthly reports

Postby Ebersolej » Tue Mar 04, 2008 12:10 am

Hi there,
Every month I get an excel report stating who give what for the month. My mission (CTEN) is not in the drop down window for automatic monthly giving importing. Can anyone provide a excel format that I can put my data in to have it automatically updated every month instead of spending hours doing the manual gift entry? That would be a HUGE HELP.

Thanks
Joel
PS. Love this program!
Joel
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Postby jmuehleisen » Fri Apr 25, 2008 8:51 am

Joel,

If you'd like, send me a copy of your CTEN report format to john@donormanager.com and I'll take a look at it to see if I can add CTEN support to the gift importing routine.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
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gift importer for CTEN

Postby jmuehleisen » Fri Apr 25, 2008 9:17 am

Joel,

In looking at the Donor Manager, I see I did write a gift import routine for CTEN some time ago, but it was for a text report that was in the body of an e-mail.

So, if they have switched to an Excel file, go ahead and send me the sample and I'll see what I can do.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
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Postby Gene » Sat May 31, 2008 8:50 pm

Hi John, would it be possible to create an import routine for Greater Europe Mission? Our monthly reports are in Excel.
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