Greetings!
As most of us have already encountered, we have had a large list of ticket donations that have happened over the last few months (which is awesome). We are now in the process of getting all of that info into various stages of recognition for those patrons. I wanted to know if anyone has found a way of mass importing/updating Program Name Listings? I would really love to not have to add them one by one if at all possible, so let me know if anyone has found a way to import this data. My current work around is pulling anyone who currently has a program listing and then just pull the default salutation for those who do not, but I would love to not have to continue to do that every time. Let me know your thoughts!
Thanks!
Shannon
There's not a utility to do this, but you can absolutely do it through some fancy SQL in SSMS. I had Extended Services do a bulk upload of Program Names for me last year.
Hi Maery,
Will you please share the particulars of what data was uploaded as part of the bulk upload and what did you have to do to prepare your data (especially interested in the formatting) for the fancy SQL?
Thanks for sharing your experience!
Laura
I provided a Excel document with one column of ID numbers and one column with the full text of the program name for upload, along with an indication of which program name type they should be.To get to that place, I pulled my list of donors that would need to be listed. I then took any existing program names, and a salutation that closely matched what we wanted the listings to be formatted like. I then prioritized the existing program names over the salutations. I sent that spreadsheet around to my Development staff and had them review it before we uploaded, just in case they knew something that hadn't made it into the system.We then trained everyone on how to add/edit listing names, and started listing them in acknowledgement receipts to give people a chance to correct us on them throughout the year. I'm hoping this year, it will mean I have a very limited number of people who are missing program names.