Mass Updates

The following can be mass updated through the Upload process.

• Contributions

  • Receipt Date

  • Check date

  • Amount

  • Deposit

  • Election

  • Attribution Code

• People

  • Name

  • Address

  • Occupation/Employer

  • Phone Number
    

Contributions can be mass updated through the Contribution ID column. The Contribution ID column can be found on the Contribution Report.

1. Export contributions from the Contributions Report including the Contribution ID and any columns to be updated.

2. Download/Export the report and make modifications.

   1. For Deposits, create a Deposit and assign a Unique ID to the new deposit. This makes it easier to apply more than one Deposit during an update.

3. Upload the file using the Import feature.

4. Map the desired columns to update.

Do not map Person or Organization details for updating Contribution. This will prevent any accidental duplicates because a column was not mapped.

Attribution Codes are mapped using their ID. This should be an ID that starts with ca_. The name, or any other part of the Attribution Code cannot be used in an import.

People can be mass updated through our de-duplication process during an Import and by using the Person ID field.

1. Export People from the Universe Search including the Person ID and any columns that need to be updated.

2. Download/Export the report and make modifications.

3. Upload the file using the Import feature.

4. Map the desired columns to update.

Using a Person ID column with only the columns necessary to update will prevent new records from being created.