Bulk add Connectors and/or My Tags
Starting from your Green Screen, go to Maintenance and please click Import Data
Here you will be presented with the External File Import wizard. You have the options of Updating existing addresses or Import new names/addresses (default) Under File Name, please choose the file to import data from.
Find your file and click Open to continue
Click OK to start the process
At this point you will see the Select Fields to Import by double-clicking on the second columns (Silent Partner Fields)
Once you have completed the import fields, you are ready to add the Default values for data importing. In this example, we are going to bulk add/replace the My Tags and Connectors. Clicking on the magnifying glass next to the My Tags label brings up your Our Tags Look Up Table.
Our Tags look-up table wizard. Here you select (1) your Tag code and click OK (2) when done.
Same process for the Connectors, using the Magnifying glass will bring up your Connectors Label look-up table. Select your Connector (1) and click Ok (2) when done.
In case your information would be in written in all caps, the system will fix this for you (1) based on your selection. If this is not needed, please click done (2)
The system will find records which it believes might be duplicate entries (1) and will allow to choose what action you would like to take (2)
Add this name: will add the name immediately
Add this name and any other possible duplicates without asking again: this will let the computer automatically add this name and all other possible duplicates without asking again
Reject this name: if it is a duplicate entry, please select this option
Reject this name and any other possible duplicates without asking again: this will let the computer automatically reject this name and all other possible duplicates without asking again
Only process additional data (Connectors, Our Tags) for selected donor: will just apply which ever My Tag, Connectors etc
When you have gone through your list, Silent Partner will inform that your import was successful and tell you the amount of added donors.
If you have any questions, please contact your Support team at 1-888-855-2086 extension 3 or email us at support@silentpartnersoftware.com
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