thankQ Help

In this example the Contacts and the Payments exist in thankQ.

A spreadsheet with two sheets is required with a serial no. and receipt no. to link the contacts to the payments.

If there are several payments that require the soft credits you could export the payments from the batch to get the receipt numbers. If you export the serial numbers also you could highlight the serial numbers and on the Contact Home Page select File | Search | Select Active Excel Data to open those contacts onto the Contact Detail form and if you filter the Relationship sublist for relationship being husband or wife or spouse or life partner (if the soft credits are going to the partner). These could be exported with the serial number of the partner and then a vlookup can be performed to marry the records together.

The below process to get the spreadsheet information is optional. As long as you have the correct information to import you can use your own process.