Partner Essentials is a database similar to MPDx. More info here.
This page is where we will post updates/ FAQs as we come across them.
If you have corrections or additional info to add to this page, please email it to MTD@reliant.org
How to import MPDx data into Partner Essentials
Note: Once you export your data from MPDX you have 30 days until they delete your account. Make sure to save the export file in a place where it won't be accidentally deleted!
- In MPDx, click the gear for settings
- Select "preferences"
- Scroll down and click on "Export All Data"
- Open Partner Essentials.
- Upload your data.
Click here for a screenshot that outlines this process.
How to sync your Reliant donor data
Follow these instructions.
*Partner Essentials is a copy of MPDx. So, for now, our MPDx tutorials should work for Partner Essentials as well.
- If the data sync doesn't work: Partner Essentials is currently making adjustments to their data upload process, so we expect this to get fixed soon. However, as of 10/19/23, you will have to rename the data sync file you download from Reliant/ Toolbox from DataSync.tntdatasync to DataSync.pedatasync
Why isn't Reliant a "registered partner" with Partner Essentials?
Registered partnership means Reliant pays the usage fee instead of the field worker. Since it's a smaller fee for the individual, Reliant made the decision to let that be a reimbursable charge. As far as how the program works, non-partnership doesn't affect that. You still get all the features Partner Essentials has to offer.