thankQ Help

Create a template that can be used for future imports. If the information is coming from an external provider perhaps give them a copy of the header information so you can copy and paste the information directly into the template when received. Or you may have given them a report with Pledge details already which they will update.

1.Click on Data Import under the Data Tools module

2.Click Admin on the Menu bar and select Create New Excel Load Template

3.Enter a Name for the template, click OK

4.Click Yes to continue

5.Click on the drop down at each column on row 5 to select the required fields