NEW FEATURE REQUEST

Data Tools

Showing 79

Create new tributes when importing transactions

Add tributes to donation imports so that you don't have to create new tributes and link them to donations after importing.
over 1 year ago in Import 3 Not Prioritized

Copy Import Template

The ability to copy an import file would be helpful. At times we need a copy of an import file to make small changes to (but keep both).
almost 2 years ago in Import 0 Not Prioritized

Confirmation step when deleting an import template

On "imports" the "delete" option and the "cancel" option are next to each other. If delete is selected, you do not get the pop up asking if you are sure you want to delete like you do when deleting a constituent. It would be great to get the same ...
almost 2 years ago in Import 0 Not Prioritized

Download a pdf copy of the import file for a recently processed import

Confirmations of imports are good to double check amounts as well as constituents. Because right now they are only available in excel format, it allows changes to be made. A PDF format would create a report without changes
almost 2 years ago in Import 0 Not Prioritized

Import constituent profile pictures and link them to the appropriate constituent

Mass upload pictures to constituent's timeline, specifically upload a different picture to each constitutent in our base
about 2 years ago in Import 0 Not Prioritized

Bulk deactivate/reactivate all membership levels

Bulk deactivate/reactivate all membership levels
11 months ago in Bulk Update / Custom Data 0 Not Prioritized

Bulk update existing transactions to membership schedules and membership dues payments

Bulk update existing transactions to membership schedules and membership dues payments
11 months ago in Bulk Update 0 Not Prioritized

Add a description to each import template

Add a description to each import template so that you can document internal context like when it should be used.
about 1 year ago in Import 0 Not Prioritized

Increase import limit to more than 10k rows

Increase import limit to more than 10k rows so that you can import higher volumes of historical data without splitting up your file.
over 1 year ago in Import 0 Not Prioritized