Consitituent Import

I use the utility several times a month importing lists for various organizations and departments in our consortium.  I have a formatted spreadsheet that they put the data into so everything is in the correct order for the import.  I spot check formatting and edit as needed or will return to the user for them to edit appropriately.  I run in review mode first before doing the actual import.  I’ve never had any issues with the utility.  There are usually several lines that don’t import because of being identified as potential duplicates (a feature I like).  I print out the report and give to the person requesting the import so they are aware of what names were already in the database.

Teresa

I have a question in regards to prospects and the Constituent Import.

Are you currently using this function in Tessitura?  If so what has your experience been with it? My concern is that there is no way to back out this import if there is an error takes place. Eventhough there is a validation  report.

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I use the utility several times a month importing lists for various organizations and departments in our consortium.  I have a formatted spreadsheet that they put the data into so everything is in the correct order for the import.  I spot check formatting and edit as needed or will return to the user for them to edit appropriately.  I run in review mode first before doing the actual import.  I’ve never had any issues with the utility.  There are usually several lines that don’t import because of being identified as potential duplicates (a feature I like).  I print out the report and give to the person requesting the import so they are aware of what names were already in the database.

Teresa

I have a question in regards to prospects and the Constituent Import.

Are you currently using this function in Tessitura?  If so what has your experience been with it? My concern is that there is no way to back out this import if there is an error takes place. Eventhough there is a validation  report.

This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Marketing Forum. You may reply to this message to post to the Marketing 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!