thankQ Help

The following steps will demonstrate how to create new contacts, relate them creating a household and use a default address, add payments and add a soft credit to the related person.

A spreadsheet with four sheets is required and a supporter id and receipt no. created to link the contact to the payments. Once imported the supporter id will be the serial number and the receipt no. with convert to a thankQ receipt number.

First Sheet

Second Sheet

Third Sheet – receipt number only required if using soft credits

Fourth Sheet

1.Click Create on the tool bar of the Data Import form

2.Click the ellipse on the Excel Input File line

3.Locate and select the import file

4.Enter an Import Description

5.Select a Configuration if applicable

6.Double click on A Cell above Ownercode to map to the thankQ field

7.Select Contacts from the drop down

8.Click O to locate fields starting with O

9.Double click on Ownercode

10.Continue to map all the fields

11.Select the second excel sheet

12.Map the relationship fields marked with an X, remembering that Parent is the record in focus and Child is the record being related to the record in focus

Example:

13.Select the third excel sheet and map the relevant fields

The Source Code has mapped to the Source Code table instead of the Payments table

14.Double click on the Source Code header

15.Select Payments from the drop down

16.Click S on the Select Mapping Column row

17.Double click on SourceCode

18.Select the fourth excel sheet and map the relevant fields

Example:

19.Click Log Data at the bottom right

20.Click Yes if this message appears and you can proceed with unmapped fields

21.Click Yes to save the configuration or No to continue

22.Click Validate on the import under Imports in work

23.Click Yes to continue

24.Double click to view the suspect duplicates

25.Decide if this is a duplicate or if it is a new contact and click the relevant button. In this case it is a new contact. They have the same address but different surnames.

26.Click Re-Validate on the tool bar

27.Click Yes to continue

28.Click Update

29.Click Yes to continue

30.Click Import

31.Click Yes to continue

If there are no errors the import can be found under the Recently Completed window