Exporting Data for MapMyPartners.com from Silent Partner Desktop
Step
1
Create your list of Donors you want
to export the details for. This can be done either by tagging names using
the checkbox beside their names and then clicking on the filter button, or by
creating a filter/scope.
Step
2
Create the Merge File
Step
3
Here is where you create the
Merge File
Please take note that it is when you
click the "Create" button that the Merge File is Created.
Step 4
Open up the Merge File you created in Excel and
familiarize yourself with it; in particular with the names of the column
headers. If there are extra columns that you don't need, feel free to delete
them. When done, close Excel.
Our products got an upgrade!
Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!
Related Articles
Setting up Silent Partner Software Console for Data Export
Setting up Silent Partner Software Console for Data Export From the green screen, please go to Look-Up Tables -G/L Account You will be presented with your account information. In this example, we are using Account 1235. By simply highlighting and ...Exporting Data for MapMyPartners from Silent Partner Cloud
Please login to the Cloud and select Reports In the Reports menu, please select Account Activity If you have more than one office, please select the desired one, if not select All My offices Select the appropriate dates in the Donations from and To ...Cleaning Addresses Using Merge Files and Import
It is common to discover that street addresses have not been entered consistently. Cleaning this up can be accomplished by using the Create Merge File function to export records to Excel, cleaning them in Excel, and then importing the corrected ...How to Update the Silent Partner Desktop
How to Update the Silent Partner Desktop application Societ is constantly working to improve our software, as a result there are constant updates to the application. Customers should try and update the software every couple of months, or whenever an ...Using a merge file to create a complete donor list
Using a merge file to create a complete donor list Version 2, last updated by sam.arcamone887488 at 2016-08-03 N.B This is for a customer that wants to create a donor contact list with all the information included when the donor list report just ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.