The upload tool is live on Toolbox! You can go https://toolbox.reliant.org/mtd/datasync and upload the file that has 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 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 additional information from Cru.
The file that Partner Essentials will provide you includes all data including, notes, tasks, and notes related to tasks. If you had gotten a data file from them a few weeks ago and it appears to be missing anything at all, please contact PE again for an updated file. The most current exports include everything in the account.
If you request your data to be exported from Partner Essentials, they will do so 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 until it is love on MPDx. We would recommend waiting another week before requesting the data file from Partner Essentials if you are actively fund raising to lessen the downtime between systems.
First, please go to our Partner Essentials Transition page above and read thorugh it.
Second, please email mtd@reliant.org (or reply to this email) if you are or haver been a PE user. This way we can send dedicated updates to only those staff affected by this transition and ensure we assist everyone.
Third, (by March 13) we will be creating an upload tool on Toolbox where you will then upload that data. Our plan is to convert the data so that your notes, tasks, and contacts may be properly imported into MPDx. The file the PE is providing can not be directly imported into MPDx and so this conversion step is necessary.
Fourth, (and last!) AFTER we have launched the upload on Toolbox, please notify Partner Essentials directly that you would like to have them export your account and that you will not be make the move to Epistle. They will email you a spreadsheet containing your data that you will then upload.
Are Notes & Tasks included in the export from PE?
Yes, they are providing you a spreadsheet with multiple tabs and notes and tasks are included. Unfortunately, this export is not able to be directly imported into MPDx.
*Once you export your PE info, your PE account will be locked and you will no longer have access to your notes or tasks.
If you've already exported, please check the notes tab. One user reported that notes that had commas in them did export properly.
Unfortunately, PE has not been as helpful as we hoped when they first announced they had sold their customer base. While we were hoping we could help with a bulk export/import of data for Reliant staff, it does not look like that is going to be able to happen without cooperation from PE, which we are not getting.
If you have been using MPDx, importing the latest Datasyn file will only add any new gift and donor data. We are still working through the steps for the import of full data.
While we were hoping we could help with a bulk export/import of data for Reliant staff, it does not look like that is going to be able to happen without cooperation from PE, which we are not getting.
While it might be more manual work than we were hoping, the MTD Health Team is choosing to see this as a gift from the Lord and an opportunity to do some needed pruning to our MTD contacts. We encourage you to consider this a good time to pray over each contact as you move over info from PE to MPDx. *more on that below
This whole situation has affirmed we need these tools integrated directly with Toolbox, so we are committed to that in the long term. But, it will take time to develop. In the meantime, MPDx is will be the only approved CRM (database) that syncs with our Reliant data. You are welcome to use other software for prayer lists or email lists, but for security reasons, we are not authorizing a datasync with any other platforms at this time.
Yes, we will add weekly updates to this page on the Field Manual (now in also in beta on Toolbox!) https://toolbox.reliant.org/field-manual/fieldtech?pageId=81234810
We would also like to create a list of those who had been using Partner Essentials. Please email MTD@Reliant.org if you are a PE user. We will send email updates to that group.
Yes!
You can import datasync with your MPDx account to refresh donor info, then manually check each profile and add notes or tasks from PE. *While this option is time-consuming, it would be a good opportunity to pray for each donor or prospect as you go through one by one.
Forget technology and go back to contact cards in a box.
We are not approving Epistle as an approved partner for donor data at this time. Given some of our current challenges we only want to work with partners that have a data agreement directly with Reliant. We have that in place with Cru for MPDx. In addition to that, our understanding is that Epistle is using a different data structure and will not have an export that is compatible with MPDx. We are committed to finding a path for transition from PE to MPDx, and eventual features on Toolbox.