• Updating Constituents using the File Uploader

    This article explains how to update existing constituents in bulk using the File Uploader. Updating Constituents is different from cleaning Constituent data, in that the updating of constituents is for block updating of fields, e.g. Post Code, Gen...

  • Updating Channels & Purposes with the File Uploader

    You can use the File Uploader to update Channel and Purpose permissions for existing Constituents. Below are the steps you need to follow.   Caution: Please note that this type of file upload cannot be undone. Please ensure that the data that is ...

  • Updating Website Addresses and Social Media IDs with the File Uploader

    You can use the file uploader to update social media IDs and website addresses for existing constituents these are the steps you need to follow. Download Constituent Update Template (Constituent Update.xlsx) which can be found here:Updating Const...

  • Updating Tags on Constituent Profiles

    The File Uploader will allow for Tags to be added or removed, or Tags with extra fields to be added. What it does not do, however, is update existing Tags on Constituent Profiles with changed or additional information.   To achieve the addition of...

  • Updating Channels and adding/removing Tags with an Upload File

    You can upload (import) a file and use it to Add or remove tags from existing constituents, or Allow or block communication channels for existing constituents   Note - Updates to channels made via this importer do not get recorded in the Prefere...

  • Updating Transactions using the File Uploader

    This article explains how to update existing transactions using the File Uploader. Each transaction has one Payment part and one or more Allocation parts. Each of these has a transaction number. The number you usually see, e.g. on a constituent ti...

  • Updating Activities Using the Uploader

    You can use the file uploader to update existing activities - for example, if you want to record if someone attended an event you held. Important You cannot undo updates made by the file uploader.It is a good idea to download a list of the Activi...

  • Updating Recurring Payment Instructions

    This article explains how to update existing recurring payment instructions (RPI) using the File Uploader. Updating an RPI is different from Upgrading an RPI. If you have run an Upgrade Campaign asking people to increase the amount they give you u...