Importing prior period gifts

A place for discussion on how to use the program more effectively

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RBlair
Posts: 1
Joined: Mon Jan 31, 2005 6:05 pm

Importing prior period gifts

Post by RBlair »

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!
Richard Blair
HCJB World Radio
jmuehleisen
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importing prior year giving data

Post by jmuehleisen »

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.
John Muehleisen
Mentoring Emerging Christian Leadership in Africa for Excellence / Integrity / Innovation
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