• Updating Constituents using the File Uploader

    This article explains how to update existing constituents 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, Gender, Con...

    Ben Brett
  • Updating Channels & Purposes with the File Uploader

    You can use the file uploader to update channel and purpose permissions for existing constituents these are the steps you need to follow. Note that this type of upload cannot be undone  Download the data preparation template and find the Channel a...

    Ben Brett
  • Updating Tags and Channels 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...

    Ben Brett
  • Updating Transactions using the File Uploader

    This article explains how to update existing transactions using the File Uploader. The transactions you want to update are identified by the transaction number. A transaction has two (or more) transaction numbers - one relating to the Payment part...

    Ben Brett
  • 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...

    Ben Brett
  • 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...

    Ben Brett