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
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?
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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?
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.