Page 1 of 1

Importing monthly reports

Posted: Tue Mar 04, 2008 12:10 am
by Ebersolej
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!

Posted: Fri Apr 25, 2008 8:51 am
by jmuehleisen
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.

gift importer for CTEN

Posted: Fri Apr 25, 2008 9:17 am
by jmuehleisen
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.

Posted: Sat May 31, 2008 8:50 pm
by Gene
Hi John, would it be possible to create an import routine for Greater Europe Mission? Our monthly reports are in Excel.