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- Once TntMPD has imported your donors, it will scan the gift records in the DataSync file and compare them against your local TntMPD database. You will then see one of three windows popup, and in many cases, a combination of the three.
- If TntMPD finds updated gift information while scanning the gift DataSync file, it will automatically adjust the information and present you with a confirmation dialog [Figure c4]. This would happen if you had previously entered a donor's gift incorrectly (or at least somehow different from how GCM has it recorded). If there are not gifts where the amount given needs to be udpated, you will not see this message.
Figure c4 – Updated Gift Information If TntMPD finds new gifts that do not exist in your TntMPD database, it will present you with list of all new gifts to be imported. At this point, you have the option to uncheck any gifts that you do not want to add to your TntMPD database; by default, all new gifts are checked and will be imported. Clicking "Next" will bring up a summary of the gifts to be added to your TntMPD database. [Figure a5]. Click on “Sync” to finish adding the gifts.
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Figure a7 – DataSync Gift SummaryColumn width 50% Figure 6b - Gift Import Summary
- If TntMPD finds no updated gifts and no new gifts, or if it has finished updating and importing from the steps above, TntMPD will tell you that you have successfully synchronized your gift information [Figure c3].
Figure c3 – Successful synchronization
That’s it, you’re done! well, almost... there's still a few more important things to know/do!
- If TntMPD finds updated gift information while scanning the gift DataSync file, it will automatically adjust the information and present you with a confirmation dialog [Figure c4]. This would happen if you had previously entered a donor's gift incorrectly (or at least somehow different from how GCM has it recorded). If there are not gifts where the amount given needs to be udpated, you will not see this message.
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Let's
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put things back
Select Tools in the top menu bar, and click on “Options” [Figure a1]
- In the Options dialog, select the “Gifts” tag and check the “Enable Automatic Actions for New Gifts” option [Figure a2]
You mean there's more?!!
- Ok, so, you're sync'ed, but what does that mean exactly? Did TntMPD just update all of your contact's contact information with GCM's data? The datasync you just completed associated your TntMPD contact with a GCM donor. and it did this using GCM's donor number (RE######). If you take a look at the top right of a contact who has not been associated with a donor, you will see "No Org Account" [Figure #]. If you click on "No Org Account" a screen with no information will popup [Figure #].
Once you have run the datasync and a contact has been connected with a donor you will then see the GCM's donor number (RE######) their instead of "No Org Account" [Figure #].
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