thankQ Help

When you create a spreadsheet and you are importing information to different tables there are some rules that you need to adhere to ensure that the data is entered correctly.

You require a separate Excel sheet for each thankQ table if importing more than one field of the same type for example:

Contact Exists

1.If you are importing only contact information you would have one Excel sheet.

On import you should use Supporter ID for new Contacts (in which the ID can be anything) and Serial Number for existing Contacts (in which case the number must match what is already in the database). See Contacts Do Not Exist below for more information on how this interacts with other tables.

2.If you are importing just profile information to an existing contact you can have one Excel sheet and select the table’s contact serial number.

The spreadsheet can have the one sheet with the serial number and many profiles.

The Contacts Profile table's Serial Number must be used on import (i.e make sure it is IMPORT_CONTACTPARAMETER SERIALNUMBER and not IMPORT_CONTACT SERIALNUMBER.

3.If you are importing and updating contact information and several profiles you would have an Excel sheet for the contact and a separate sheet for the different profiles.

Sheet 1:

Sheet 2:

On Import these two sheets can be selected in the import to be mapped to separate tables

The Contacts table:

The Contact’s Profile table:

Contacts Do Not Exist

When contacts do not exist a unique identifier should be created so on import thankQ can identify that the information you are importing belongs to the same contact.

The Supporter ID field is not a field you can select to map. This is an automatic mapping and the header for that column should be named “Supporter ID”.

In the following example we are importing new contacts and we want to relate the partners and load some payments and soft credit those payments to the partners. In this instance four separate Excel sheets are required as these are all separate tables.

Sheet 1 – New Contact information:

On this sheet we have a unique Supporter ID that can be any unique identifier e.g. S1. The supporter id is converted to a thankQ Serial Number on import. These fields use the Contact table.

Contact Table:

Sheet 2 – Relationship information:

On this sheet we are making a relationship between the contacts. These fields use the Relationship table.

Relationship Table:

Sheet 3 – Payment information:

On this sheet we are adding payments to the main contact. You will notice that we are also using a unique identifier for the receipt number. The receipt number will convert to a thankQ receipt number on import.

Payment Table:

Sheet 4 – Soft Credit information:

On this sheet we are wanting to have the main contact payment information appear on the related contact’s record also as a soft credit.

Soft Payment Table:

Importing Contacts with One Payment and One Profile

You may have a spreadsheet that has a mixture of contacts, some of which could be on the database already and some of which are new but you do not have any serial numbers.

In the following example, because there is just one line of information (one field of a certain type) you can create just one Excel sheet.

The import will then select the various tables:

Empty Existing Information via Import

At times you may wish to remove information that exists in fields on contact records. This can be accomplished by inserting the word “null” into the import spreadsheet.

The word is not case sensitive. For Example in the screenshot below both null and NULL will have the same effect of removing data from those columns:

If nothing is specified in the spreadsheet column then the field will not be changed.