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This document is aimed at staff already taking advantage of Tntconnect, and who have already completed an initial datasync.  If you have never used Tntconnect, please refer to New Tntconnect User Initial DataSync. If you did not download this pdf document from Reliant's Tntconnect DataSync page close it now and go grab the latest version. You don't want to follow instructions in and old file and take a chance that we've updated something important! https://wwwtoolbox.gcmappreliant.netorg/staffnet/mtd/datasync.aspx

Backup your existing Tntconnect database!

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The Tntconnect DataSync file is the easiest and fastest way to sync all of your donor and gift information in one easy step. One easy step, then why all the warnings and hoopla?!  Well, once you've finished this inital DataSync all of your following DataSync's will be easy cheesy!

1. Go to the current Tntconnect current Tntconnect page on staffnetToolbox.  If you aren't logged in to staffnet already already it will take you to the login page first.
   https://wwwtoolbox.gcmappreliant.net/staffnetorg/mtd/datasync.aspx
   
   
2. Click on the “DataSync Download File” button to download your personal Tntconnect personal DataSync file. This file is created the moment you click the button and is a personalized data file for you. It will always have the most up to date data on gifts and donors that Reliant hasReliant has.
   
   

3. Unlike Existing Tntconnect User Initial Datasync, for ongoing DataSyncs we DO recommend allowing automatic tasks. So, essentially, nothing to do here, proceed onward.

4. Just like before, let's import the DataSync file!  If you need reminding on how to do that we're happy to help. If your Tntconnect installation was associated with .tntmpd file types, you can simply double click the downloaded file. Otherwise, in the Tntconnect program, click on Tools (in the top menu bar) and select “Address and Gift Import from File,” and browse to your downloaded file [Figure 3].
   
   Figure 3 – Address and Gift Input from File
   
   
5. You might be prompted to find the matching country from a drop down. Select the correct option and click “OK” [Figure 4].
   
   Figure 4 – Find Country Window
   
   
6. Tntconnect will analyze the DataSync file and present you with a summary view [Figure 5] which highlights the number of contacts that will be added to your Tntconnect database, the gifts associated with those contacts, the total amount of those gifts, and the dates of the oldest and most recent gifts.  To sync Reliant data with your existing data, make sure you check the “Try to match new accounts with existing contacts” option. Click "Next" to dive in!
   
   Figure 5 – DataSync Summary

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1. Tntconnect will now present you with a screen to try and match the NEW Reliant donor with your existing contacts.  If you didn't have any NEW donors on this import you won't even see any of these next screens and you can skip to the gifts section. If you do have new donors, you will be presented with the screen for each NEW donor in your DataSync file.  This is the same process as in Existing Tntconnect User Initial Datasync only it should be much much shorter!
   

   Warning

   Now, let's pause here a minute, because this is the tricky part.  The way Reliant records donors is legally tied in to the name by which they donated.  Here are a few different scenarios that can cause issues: With a married couple The husband might mail a check with just his name on it, and later the wife mails a check with just her name on it.  These are two distinct donors according to Reliant. A wife may have checks labeled "Jane and John Doe" while a husband's checks may say "John and Jane Doe".   These are two distinct donors according to Reliant. One member of the couple may have died, or the couple may not be divorced. You may see these donors as "John and Jane Doe" and "Jane Doe".   These are two distinct donors according to Reliant. With a Business If a donor gives through their business, Reliant will have their business as a donor. If they also give personally it is considered a separate donor. The DataSync will prompt you for each New donor that Reliant has recorded.  The point in mentioning this is that many people would have these related donors as a single contact in Tntconnect.  It is up to you to decide if you want the contacts listed separately (like Reliant) or if you want to combine them into a single Tntconnect contact.  You can do it either way, but you need to remember that if you combine them in Tntconnect, they will not match what you see on staffnetToolbox. You might ask your MTD coach what they think you should do. v will kindly show you when there are multiple donors associated with a single Tntconnect contact (you'll see this toward the end of these instructions).  If, however, you would like to have everything identical to Reliant's records, you should head to http://www.gcmstaff.net and go to MTD > Donors.  From the donors page select "All Dates" in the "By Giving" drop down box.  This will then give you a list of all donors who have ever given to the account you are responsible for.  This list will match the list in the DataSync file, so you can use it as a guide when Tntconnect prompts you for each donor individually. Without it you may not realize that you are combining donors into a single contact until later.

   
   

   If you had any NEW donors in your DataSync... After clicking "Next" a while back on the DataSync summary window a new window pops up.  This will actually be one of two windows, either the "Confirm Match" window [Figure 6] or the "Find [Contact]" window [Figure 7]. The "Confirm Match" window [Figure 6] will contain a list of contacts that have information (name, address, etc) similar to the new contact. If the contact already exists, then select the correct match and press the “Yes” button. Otherwise, click on “No Match,” and Tntconnect will add them as a new contact in the next step.  If Tntconnect cannot find a close match, it will present you with the "Find [Contact]" window [Figure 7] showing a full list of your contacts to choose from. If there is not a match click "No Match" and Tntconnect will add them as a new contact in the next step.

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   Column width 50% Figure 6 – Confirm Match Window Column width 50%   Figure 7 - Find "Contact" Window

                               
   
   

2. When matching donors to contacts is complete, you will have the opportunity to add the Donors you selected "No Match" to earlier as contacts in Tntconnect [Figure 8]. At this point, you have the option to uncheck any donors that you do not want to add to your Tntconnect database at this time. By default, all contacts in the DataSync file will be imported. Click “Next” to add all your selected donors to your contact list.
   Image Removed Image Added
   Figure 8 - Contacts to Add

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1. If Tntconnect finds updated gift information while scanning the gift DataSync file, it will automatically adjust the information and present you with a confirmation dialog [Figure 9]. This would happen if you had previously entered a donor's gift incorrectly (or at least somehow different from how Reliant has it recorded). If there are not gifts where the amount given needs to be updated, you will not see this message.
   
   Figure 9 – Updated Gift Information
   
   

2. If Tntconnect finds new gifts that do not exist in your Tntconnect database, it will present you with list of all new gifts to be imported [Figure 10]. At this point, you have the option to uncheck any gifts that you do not want to add to your Tntconnect database at this time; 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 Tntconnect database. [Figure 11]. Click on “Sync” to finish adding the gifts.

   
   

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   Column width 50% Image Added Image Removed Figure 10 – DataSync Gift Summary Column width 50% Image RemovedImage Added Figure 11 - Gift Import Summary

   
   

3. If Tntconnect finds no updated gifts and no new gifts, or if it has finished updating and importing from the steps above, Tntconnect will tell you that you have successfully synchronized your gift information [Figure 12].
   
   Figure 12 – 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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