Importing and Exporting
Importing CanadaHelps Donations into Silent Partner
If you regularly enter donations your organization receives via CanadaHelps into Silent Partner, you might find it more convenient to import them in bulk: Silent Partner has everything set-up for this process. In order to import donations, you would ...
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 ...
Extracting email addresses from donors for a newsletter
Start off by going to the donor list and click on the Filter button From the Donor table (1), please select (2) Email addresses (all or part) make sure (3) to leave the boxes blank and hit (4) Query In the Query Builder, please select e-mail ...
What type of files can be imported into SP?
.txt files and .csv file formats can be imported into SP.
Importing Donors into Silent Partner
If you have a large number of donor names and their contact details in a spreadsheet that you would like to add to the Silent Partner database, you might find it more convenient to import them in bulk as opposed to entering the new names one-by-one ...
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 ...