Bulk donor import/update tool

Completed

RW

Ryan Walter

last year

Allow users to import and update donors in bulk using a simple excel template.

Activity

RW

Ryan Walter changed the status to Planned

last year

A#

Anonymous #12649

last year

I don't understand what this is

RW

Ryan Walter

last year

Basically, you will be able to download an excel sheet of your current members, update the sheet as you need, and then upload it back to the system to update any/all members that you want. It's a much quicker way to update your member information than doing it one by one in the WishWell program when you have more than 3 or 5 members to update at a time. Does this make sense?

A#

Anonymous #12649

last year

Yes, it makes sense but not sure we'd have more than a few updates at a time after the initial load. Certainly can't hurt

RW

Ryan Walter changed the status to Completed

3 quarters ago


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