thankQ Help
1.Click on Load Everyday Hero icon under Data Tools
2.Locate and select the file to import
3.Click the Save button
4.Select whether this csv import file is the donations or the fundraisers
5.Click OK
ThankQ starts a dedupe process to compare the records being imported to the existing records to make sure there are no duplications. If the import was imported previously, the following message will appear:
If there were no problems with importing the file the Data Import form will open and you can view the records.
The form will display how many records were imported and their Status.
Any records in a Waiting status, means that thankQ is unable to determine whether the contact already exists or not. View these records and choose Yes - Ok to Post when satisfied this contact information is correct.
6.Click View Import Records under workflow
The Data Import Detail form is displayed. Click on the various tabs to view the information imported.
7.If no changes are to be made exit the form by clicking on the X in the top right corner.
8.Click on Checks Complete workflow
9.Click the Yes button to confirm
10.Click the Post Records Into Live Data workflow
To add these payment transactions into an Existing batch click Yes or to Create a New batch click No.
11.Click the No button
12.Click the Yes button to continue
The status has now been updated to posted
13.Click on the Batch Information workflow to complete the payment batch
14.Click on the Payment Detail tab to view the transaction information
15.Click on the Submit for Checking workflow
16.Click on the Set Payments as Successful workflow after reconciling with a Bank Statement
17.Click Yes to set all payments as successful, enter how this was reconciled or click OK
18.Click on Approve Batch, click Yes to confirm
19.Click Log as Posted to Accounts
