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Mass uploading from spreadsheet to create constituent records?

Emilia White
$organization

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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  • $organization

    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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  • $organization in reply to Tony Exler

    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?

  • $organization in reply to Diane Voit

    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. 

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  • $organization in reply to Diane Voit

    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. 

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