Mass uploading from spreadsheet to create constituent records?

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!

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!