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  1. 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 8]. 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 8 – Updated Gift Information

  2. 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 [Figure 9a]. 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 9b]. Click on “Sync” to finish adding the gifts.

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    Figure a7 9a – DataSync Gift Summary
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    Figure 6b 9b - Gift Import Summary

  3. 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 c310].

    Figure c3 10 – Successful synchronization

    That’s it, you’re done!    well, almost... there's still a few more important things to know/do!

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Select Tools in the top menu bar, and click on “Options” [Figure a111].  In the Options dialog, select the “Gifts” tag and check the “Enable Automatic Actions for New Gifts” option [Figure a2].

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Yes, there's more. TntMPD will never automatically update a contact's information with donor data from GCM.  You have to manually go contact by contact to accept changes from the DataSync.  This is not true of gifts, only of a contact's primary address and primary phone number. It does not allow for email updates either!!

  1. 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 #].


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    Figure 6a – Confirm Match Window

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    Figure 6b - Find "Donor" Window




  2. 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 #a].  After a DataSync IF there are updates from GCM to a Donor's data TntMPD will display the updateable data in red [Figure #b & c].  Any data from GCM that has not changed will display in TntMPD's normal black/blue colors [Figure #d].  When you click on GCM's Donor Number (RE######) [Figure #a] a window will popup showing the Donor data from GCM [Figure #].  For new data from GCM, TntMPD will enable the buttons on this screen [Figure #a].  If GCM's data has not changed, these buttons will be disabled [Figure #b].  If you click "Accept GCM" then TndMPD will update the contact's data with the data from GCM.  If you click "Keep TntMPD", it will disregard the data from GCM.  Once you have clicked "Keep TntMPD" or "Accept GCM" TntMPD will not show any data to update until a Donor actually updates there data with GCM.  This means that after clicking one of these buttons, even if you change a donor's data within TntMPD and try to update it with GCM's data, TntMPD will not activate these buttons again until a donor updates their data with GCM.


  3. If you happened to have had any of those extra tricky donors mentioned early on you may encounter this situation.  If you did decide to associate two (or more) GCM Donors with the same TndMPD contact you will notice that the contact will now shoe all of the GCM Donor Numbers in the top right corner (RE#####, RE#####, etc.) [Figure #].  If you click on either of those numbers it will bring up a similar popup as with a single association, but this time you will have access to both GCM Donor's address and phone number info [Figure #]. You can then click on either of the GCM Donor Numbers to show and accept the corresponding GCM data.



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