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Introduction

This document is aimed at staff already taking advantage of TntMPDTntconnect, and who have existing data in their local TntMPD local  Tntconnect database.  If you have never used TntMPDTntconnect, please refer to the New TntMPD New  Tntconnect User document. If you did not download this file from GCMReliant's TntMPD 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/mygcmmtd/tntmpd/datasync

Backup your

...

existing  Tntconnect database!

• Backup your existing database before you start!
• Launch TntMPDTntconnect, Click on the “File” menu, and choose the “Backup…” option. (You can also go to the location of your TntMPD Tntconnect database file and simply make a copy of it)
• We can't stress this enough! Back it up. Do it now!

Getting the DataSync party started!

The GCM TntMPD 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 TntMPD current  Tntconnect page on mygcmToolbox.  If you aren't logged in to mygcm already in already it will take you to the login page first.
   https://wwwtoolbox.gcmappreliant.netorg/mygcmmtd/tntmpd/datasync
   
   
2. Click on the “ TntMPD DataSync Download File” button to download your personal GCM TntMPD personal  Tntconnect 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 GCM Reliant has.
   
   

3. Before we do the import,

   TntMPD

     Tntconnect allows you to setup automatic tasks for newly inputted data. We do not recommend allowing automatic tasks for your first import. I f you do not turn this off,

   TntMPD

     Tntconnect will create tasks for all gifts you've ever received.  This could create thousands of tasks related to the donors and gifts you will be importing from

   GCM

   Reliant. If you specifically want to have tasks created for all your

   GCM

   Reliant imported gifts, then skip to step 4.   If however, you would not like to have tasks created for all your

   GCM

   Reliant imported gifts, you can temporarily disable automatic task creation

   in TntMPD

   in  Tntconnect as follows:

   
   

   Select Tools in the top menu bar, and click on “Options” [Figure 1].

   
   Image Removed
   Figure 1 – Tools > Options
   

   In the Options dialog, select the “Gifts” tag and uncheck the “Enable Automatic Actions for New Gifts” option [Figure

   a2

   2].

   
   Image Removed
   Figure a2

   Section
   Column width 50% Image Added Figure 1 – Tools > Options Column width 50%  Image Added Figure 2 – Automatic Actions for New

   Gifts

   Gift

   
   

4. Let's import the file!  If your TntMPD your  Tntconnect installation was associated with .tntmpd file types, you can simply double click the downloaded file. Otherwise, in the TntMPD 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 a33].
   Image RemovedImage Added
   Figure a3 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 a44].
   Image RemovedImage Added
   Figure a4 4 – Find Country Window
   
   
6. TntMPD will  Tntconnect will analyze the DataSync file and present you with a summary view [Figure a55] which highlights the number of contacts that will be added to your TntMPD 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 GCM 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!
   Image RemovedImage Added
   Figure a5 5 – DataSync Summary

...

Those Tricky Donors

1. After clicking “Next” on the previous window, TntMPD will  Tntconnect will now present you with a screen to try and match the GCM Reliant contact with your existing contacts. You will be presented with the screen for each record donor in your GCM Reliant DataSync file, so this .  This is a lengthy process, but you only have to do it once!

   Warning

   Image RemovedImage AddedNow, let's pause here a minute, because this is the tricky part.  The way GCM 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 GCMReliant. 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 GCMReliant. 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 GCMReliant. With a Business If a donor gives through their business, GCM 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 donor that GCM Reliant has recorded.  The point in mentioning this is that many people would have these related donors as a single contact in TntMPDTntconnect.  It is up to you to decide if you want the contacts listed separately (like GCMReliant) or if you want to combine them into a single TntMPD single  Tntconnect contact.  You can do it either way, but you need to remember that if you combine them in TntMPD, they will not match what you see on staffnet. TntMPD will show you that their Toolbox. You might ask your MTD coach what they think you should do.  Tntconnect will kindly show you when there are multiple donors associated with a single TntMPD single  Tntconnect contact (you'll see this at toward the end of these instructions).  If, however, you would like to have everything identical to GCMReliant'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 TntMPD 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.  There is no way to reverse this process.  Once you have matched a GCM donor to a TntMPD contact the effect is permanent.  Again, there is no way to reverse this process, except by restoring a backup of your TntMPD database from before this initial DataSync and starting the whole process all over again. This is definitely a case of "measure twice, cut once".  You might ask your MTD coach what they think you should do.

    

   
   

   Ok, moving on. After you clicked 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 6a and 6b7]. 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 TntMPD and  Tntconnect will add them as a new contact in the next step.  If TntMPD 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 TntMPD and  Tntconnect will add them as a new contact in the next step.

   Section
   Column width 50% Figure 6a 6 – Confirm Match Window Column width 50%   Figure 6b 7 - Find "DonorContact" 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 TntMPDin  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

...

1. Image Added
   Figure 8 - Contacts to Add

The gifts are tricky too!

Once TntMPD Once  Tntconnect has imported your donors, it will scan the gift records in the DataSync file and compare them against your local TntMPD local  Tntconnect database. You will then see one of three windows popup, and in many cases, a combination of the three.

1. If TntMPD 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 c49]. This would happen if you had previously entered a donor's gift incorrectly (or at least somehow different from how GCM Reliant has it recorded). If there are not gifts where the amount given needs to be udpatedupdated, you will not see this message.
   Image RemovedImage Added
   Figure c4 9 – Updated Gift Information
   
   

2. If TntMPD If  Tntconnect finds new gifts that do not exist in your TntMPD 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 TntMPD databaseyour  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 TntMPD your  Tntconnect database. [Figure a511]. Click on “Sync” to finish adding the gifts.

   Section
   Column width 50% Image Added Image Removed Figure a7 10 – DataSync Gift Summary Column width 50% Image RemovedImage Added Figure 6b 11 - Gift Import Summary

   
   

3. If TntMPD If  Tntconnect finds no updated gifts and no new gifts, or if it has finished updating and importing from the steps above, TntMPD   Tntconnect will tell you that you have successfully synchronized your gift information [Figure c312].
   Image RemovedImage Added
   Figure c3 12 – Successful synchronization
   
   That’s it, you’re done!    well, almost... there's still a few more important things to know/do!

Let's turn

...

Tntconnect's "Actions" back on

Select Tools in the top menu bar, and click on “Options” [Figure a113].  In the Options dialog, select the “Gifts” tag and check the “Enable Automatic Actions for New Gifts” option [Figure a214].

You mean there's more?!!

Yes, there's more.TntMPD   Tntconnect will never automatically update a contact's information with donor data from GCMReliant.   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

   Tntconnect just update all of your contact's contact information with

   GCM

   Reliant's data?  The

   datasync

   DataSync you just completed associated

   your TntMPD

   your  Tntconnect contact with a

   GCM

   Reliant donor, and it did this using

   GCM

   Reliant'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

   #

   15]. If you click on "No Org Account" a blank contact information screen

   with no information

   will popup [Figure

   #

   16].

   Section
   Column width 50% Image Modified Figure 15 – No Org Account Column width 50% Image Modified  Figure 16 - Blank Org Info

   
   

2. Once you have run the DataSync and a contact has been connected with a donor you will

   then

   see the

   GCM

   Reliant's donor number (RE######)

   their

   instead of "No Org Account" [Figure

   #a

   17a].  After a DataSync, IF there are updates from

   GCM

   Reliant to a Donor's data

   TntMPD

   ,  Tntconnect will display the updateable data in red [Figure

   #b

   17b & c].  Any data from

   GCM

   Reliant that has not changed will display in

   TntMPD

   Tntconnect's normal black/blue colors [Figure

   #d

   12d].  When you click on

   GCM

   Reliant's Donor Number (RE######) [Figure

   #a

   17a] a window will popup showing the Donor data from

   GCM

   Reliant [Figure

   #

   18].  For new data from

   GCM

   Reliant,

   TntMPD

     Tntconnect will enable the buttons on this screen [Figure

   #a

   18a].  If

   GCM

   Reliant's data has not changed, these buttons will be disabled [Figure

   #b

   18b].  If you click "Accept

   GCM

   Reliant"

   then TndMPD

   then  Tntconnect will update the contact's data with the data from

   GCM

   Reliant.  If you click "Keep

   TntMPD

   Tntconnect", it will disregard the data from

   GCM

   Reliant.  Once you have clicked "Keep

   TntMPD

   Tntconnect" or "Accept

   GCM

   Reliant"

   TntMPD

     Tntconnect will not show any data to update until a Donor actually updates there data with

   GCM

   Reliant.  This means that after clicking one of these buttons, even if you change a donor's data

   within TntMPD

   within  Tntconnect and try to update it with

   GCM

   Reliant's data,

   TntMPD

     Tntconnect will not activate these buttons again until a donor updates their data with

   GCM

   Reliant.

   Section

   Image RemovedImage Removed

   Column width 50% Image Added Figure 17 – DataSync Contact Updates Column width 50% Image Added Figure 18 - Reliant Donor Info

   
   

3. If you happened to have had any of those extra tricky donors mentioned early on you may encounter this situation

   .  If

   and you did decide to associate two (or more)

   GCM

   Reliant Donors with the

   same TndMPD

   same  Tntconnect contact, you will notice that the contact will now

   shoe

   show all of the

   GCM

   Reliant Donor Numbers in the top right corner (RE#####, RE#####, etc.) [Figure

   #

   19].  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

   Reliant Donor's address and phone number info [Figure

   #

   20]. You can then click on either of the

   GCM

   Reliant Donor Numbers to show and accept the corresponding

   GCM

   Reliant data.

   Section
   Column width

   Image RemovedImage Removed

   50%  Image Added Figure 19 – Reliant Donor Numbers Column width 50% Image Added Figure 20 - Reliant Donor Info

   
   

Problems?

1. What do I do if I accidentally deleted some donor information and want to use GCMReliant's data to restore it? 
   Assuming you already choose to accept GCMReliant's data, you won't be able to just click the "Accept GCMReliant" button, because it will be greyed out (unless the donor has updated their information with GCMReliant).  What you can do is drag the donor info off the the side a little without closing it [Figure #a21a]. Then, on TntMPDTntconnect's main window, 1) click the "Address" tab if it's not already open, 2) click on the address itself to bring up the edit button (pencil), and 3) click the edit button [Figure #b21b]. This will bring up TntMPDTntconnect's address edit window [Figure 21c]. From here you can manually edit the address to match GCMReliant's address.
   Image RemovedImage Added
   Figure 21
   
   

2. What do I do if I accidentally linked a donor to an account incorrectly? 
   Thankfully,

   TntMPD

     Tntconnect makes this fairly painless to change. Simply click on a contact's

   GCM

   Reliant Donor Number to bring up the

   popup

   Donor Information Window. Then you can right click their

   GCM

   Reliant Donor Number in the popup to bring up the option to link the account to a different contact [Figure 22]. If you choose "Link Account to Different Contact..." it will bring up a "Select a Contact..."

   window

   window [Figure 23] where you can link the

   GCM

   Reliant donor to a

   different TntMPD contact. 
   Image RemovedImage Removed
   Figure

   different  Tntconnect contact.  

   Section
   Column width 50% Image Added Figure 22 – Link Account to Different Contact Column width 50% Image Added Figure 23 - Select Contact

   Whew... The End.