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
Thank you.
Diane VoitDevelopment DepartmentLawrence Family Jewish Community CenterJACOBS FAMILY CAMPUS4126 Executive Dr.La Jolla, CA 92037858.362.1335www.lfjcc.org858.457.2422 FAX
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Summer HirtzelSent: Tuesday, January 17, 2017 10:11 AMTo: dianev@lfjcc.orgSubject: 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.
From: Diane Voit <bounce-dianevoit5724@tessituranetwork.com>Sent: 1/17/2017 12:55:33 PM
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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