Hi. This is the first time I've ever posted a question here. I would consider myself a beginner on the Tessitura learning level. Question: Has anyone ever imported financial data from AuctionMaestroPro software into Tessitura? If so, can you let me know how you set up the excel spreadsheet to successfully import the financial information into a Constituent record?
Thank you!
Chrystie
Hi Chrystie,
To import financial information I think you would need to bring it in as either a ticket order or a contribution. Luckily, there are import utilities for both options already built in to Tessitura. Here are some links to the documentation which describe the process and specify how to setup the data to be imported.
Order Import Utility
Contribution Import Utility
Good luck.
Jared