Complimentary Import Process Explained

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    ellen prokopw

    We would likely be having financial history loaded months after membership data, as our finance committee does not want to make system changes as they go into tax and stewardship (pledge) season.  How are tables linked for pledge and donation history, e.g., can the unique keys for households and individuals be exported and used as import links for dependent data that are added at a later time?

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    Stephen Ivey

    @ellenma8

    HISTORICAL contribution data can be added at a later date. Pledge information can also be historically added as well! All of this would be transported into breeze through an Excel document. If you would like us to handle this migration for you, we would be more than happy to help! All this would require issue scheduling a secondary import request through our Support line.

    Cheers!

     

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