Update Contact Information with the Excel Import tool

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  1. Explanation of Update Contact Information option in Excel Import
  2. Create a DataMiner Platinum report with the Contact IPK field
  3. Export data to Excel and make changes
  4. Add new choices to dropdown fields
  5. Using Excel Import tool to Update Contact Information

Updating the Attributes and Mail Codes fields

Watch the 13 minute video that explains how to convert your existing user defined fields for Attributes and Mail Codes to the DonorSnap system fields. If you notice that you have two fields called Attributes, one black and one blue, this is the reason why.

 

Last Updated On August 24, 2018