Page History

...

The upload tool is live on Toolbox!  You can go to https://toolbox.reliant.org/mtd/datasync and upload the file that has been, or will be, provided to you by Partner Essentials.

As a reminder, please email mtd@reliant.org (or reply to this email) if you are or haver have been a PE user.  This way we can send dedicated updates to only those staff affected by this transition and ensure we assist everyone.

We do not yet have a final timeline for importing into MPDx, we are waiting to hear back with some additional information from Cru.

The file that Partner Essentials will provide you to you includes all data including , notes, tasks, and notes comments related to tasks.  If you had gotten received a data file from them a few weeks ago and it appears to be missing anything at allany notes or comments, please contact PE again for an updated file.  The most current exports include everything in the account.

If When you request your data to be exported from Partner Essentials, they will do so send you a spreadsheet containing all of your data, and then close your account.  Since we do not have a final timeline with Cru, it could be a few weeks of downtime with no tool MTD tool until it is love live on MPDx.  We would recommend waiting another week later in March before requesting the data file from Partner Essentials if you are actively fund raising to lessen the downtime between systems.

...

Second, please email mtd@reliant.org (or reply to this email) if you are or haver have been a PE user.  This way we can send dedicated updates to only those staff affected by this transition and ensure we assist everyone.

...