thankQ Help

The steps below show how to import from an Excel spreadsheet into thankQ new contacts that have one payment. This could be from paying a ticket at an event. The contact will be created and the monies will be added to a new batch for processing.

A New Configuration can be selected and saved as a template or if there is an Existing Configuration template already setup this can be used.

1.Click Data Import under the Data Tools Modules.

2.Click Create on tool bar.

3.Click on the … (ellipsis) at the end of the Excel Input File file.

4.Locate and Select the Excel file.

5.Enter an Import Description.

6.Select the Configuration from the drop down. If left at New Configuration a template can be saved.

7.Make sure the Header Row and the Start Import Rows are correct.

8.Double click on the Row above the header to access the mapping.

9.Click on the drop down and select Contacts. Click on an alpha letter to locate the field name.

10.Locate the field name from the list and click Select or double click.

11.Continue mapping the Contact fields as above.

Address Line 3 = Suburb

Address Line 4 = State

Keyname = Surname/Last Name

12.When the fields are from another table e.g. Payments, select this from the Mapping Table drop down.

Payment Amount

Date of Payment

13.Proceed to match the fields for Payments.

14.If thankQ has matched a field incorrectly or you do not want this information imported, double click on the mapping row field and click UnMap.

This field is a Source Code but it is NOT a Payment Source Code so it should be unmapped and remapped to the correct field.

You can just select the correct mapping rather than unmap if the mapping is incorrect – you only need to unmap if the information is not going to be imported.

15.Double click on the row again to map to correct field.