Mass uploading from spreadsheet to create constituent records?

Hi Emilia,

There is a Constituent Import report in the Data Management Folder.

Best,

Tony

Tony Exler
Director of Data Standards
Nashville Symphony
Schermerhorn Symphony Center
One Symphony Place
Nashville, TN 37201-2031
T 615.687.6535 F 615.687.6403
texler@nashvillesymphony.org
NashvilleSymphony.org

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Emilia White
Sent: Monday, November 07, 2016 10:55 AM
To: Tony Exler
Subject: [Tessitura Development Forum] Mass uploading from spreadsheet to create constituent records?

Hi All!

Question for the hive mind - Is there a function to allow uploading information (say, from an excel spreadsheet) into Tess to create many new constituent records?

My team just did a large mailing solicitation (50+) to a list of companies that we don't current have constituent records for in Tessitura. I would love to not have to add these one-by-one, but am not aware of a way to upload this information en masse.

Thank you in advance for any help you can give to save time on this!

Emilia

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Yes – the utility is found in Reports/Data Management

Constituent Import

The is a lot of good documentation on it too. 

From: Emilia White [mailto:bounce-emiliawhite2315@tessituranetwork.com]
Sent: Monday, November 07, 2016 11:59 AM
To: McKinley, Leslie <LMcKinley@nycitycenter.org>
Subject: [Tessitura Development Forum] Mass uploading from spreadsheet to create constituent records?

Hi All!

Question for the hive mind - Is there a function to allow uploading information (say, from an excel spreadsheet) into Tess to create many new constituent records?

My team just did a large mailing solicitation (50+) to a list of companies that we don't current have constituent records for in Tessitura. I would love to not have to add these one-by-one, but am not aware of a way to upload this information en masse.

Thank you in advance for any help you can give to save time on this!

Emilia

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Hi Diane,

Here is a screen shot of what my Data Management folder holds.

Michael Joyal
Direct 204 954 6411

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Diane Voit
Sent: January-17-17 12:02 PM
To: mjoyal@royalmtc.ca
Subject: RE: [Tessitura Development Forum] Mass uploading from spreadsheet to create constituent records?

Am I missing something?  The only reports I have in my Data Management Report folder are:

Constituent Audit Report

Duplicate Merge Report

New Record Summary

Am I looking in the correct folder?

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Thank you.

Diane Voit
Development Department
Lawrence Family Jewish Community Center
JACOBS FAMILY CAMPUS
4126 Executive Dr.
La Jolla, CA 92037
858.362.1335
www.lfjcc.org
858.457.2422 FAX

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Summer Hirtzel
Sent: Tuesday, January 17, 2017 10:11 AM
To: dianev@lfjcc.org
Subject: RE: [Tessitura Development Forum] Mass uploading from spreadsheet to create constituent records?

This is the report you want: http://www.tessituranetwork.com/Help_System_v125/Content/Constituent%20Import/Constituent%20Import.htm

Although in truth, our organization hasn't been able to use this report for some technical reason or other for years, so we usually ask our DBA to import using a SQL script when we have a large list of constituents to import, which works well, too. 

No screenshot

Yes, we have determined that, and have also figured out how we will work via RAMP.

Thanks so much for your assistance!!

Diane

Diane Voit
Development Department
Lawrence Family Jewish Community Center
JACOBS FAMILY CAMPUS
4126 Executive Dr.
La Jolla, CA 92037
858.362.1335
www.lfjcc.org
858.457.2422 FAX

From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Michele Keutsch
Sent: Tuesday, January 17, 2017 11:12 AM
To: dianev@lfjcc.org
Subject: RE: [Tessitura Development Forum] Mass uploading from spreadsheet to create constituent records?

Diane, 

You may need your IT department or Tessitura admin person to grant you access to this report in the Data Management folder. There are security rights on reports/utilities.

Michele