thankQ Help

You may have setup an event and you have a spreadsheet with contact details that you want to book onto the event and also put the payments into a batch.

If these are new contacts that do not exist on the system already you would need to have an identifier for the Supporter ID and the Booking ID etc.

 

Examples of some contact fields:

Supporter ID (unique identifier)

Title

First Name

Keyname

AddressLine1

AddressLine3

AddressLine4

Postcode

Country

Mobile Number

Day Telephone

Email Address

Contact Position

Primary Category

Examples of some Event fields:

Event ID

Booking ID (unique identifier)

Date Booked

Attendee Cost

Attendee Type

Booker Serial Number (unique identifier – same as supporter id if same contact)

Booking Total

Dietary Requirements

Examples of some Payment fields:

Payment Type

Payment Amount

Pledge ID (unique identifier being the Booking unique identifier)

Batch Type

Payment Date

Payment Source

A Pledge was created:

The Batch will require reconciliation and approving:

All the above information can be in one spreadsheet on one line, per contact. You can also add other information for the contact, of course, the above is just an example.