thankQ Help

The information entered on the web page can be downloaded into thankQ. If the contact has booked an Event, Created a Membership and made a donation then all of this will be available to download into thankQ. The information can be downloaded as follows:

1.Use the option called Websync under Data Import and when the import is downloaded select Validate.

2.If there are any possible duplicates and/or validation errors, these must be fixed and the import validated again.

3.To check the contact for the various records they will have double click on the import and view the records. Select View Contacts or Batch to open the contacts on the contact form or go to the batch with relevant payments.

Under the Payment History tab you can view the different transactions associated with these newly imported contact.

The batch that has been created from this process should also be reconciled and approved.