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 if you are or 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 (who owns MPDx).
The file that Partner Essentials will provide to you includes all data, including notes, tasks, and comments related to tasks. If you had received a data file from them a few weeks ago and it appears to be missing any notes or comments, please contact PE again for an updated file. The most current exports include everything in the account.
When you request your data to be exported from Partner Essentials, they will send you a spreadsheet containing all of your data, and then they will close your account. Since we do not have a final timeline from Cru, it could be a few weeks of downtime with no MTD tool until it is live on MPDx. You can wait until later in March before requesting the data file from Partner Essentials to lessen the downtime between systems.
Lastly, if you'd rather manually copy your PE data into MPDx, you will need to do that before PE shuts down. To give yourself a head-start in MPDx, you could import the latest Datasync file from Reliant. This will give you a full history of all donors and gifts. *It's advisable to still get an export of your data from PE as a backup. But, upon exporting, PE will lock your account and it will no longer be accessible. So, plan accordingly.
First, please read this Partner Essentials Transition page thoroughly. We will post updates here, so be sure to check back regularly.
Second, please email mtd@reliant.org if you are or 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.
Third, please notify Partner Essentials directly that you would like to have them export your account and that you will not be making the move to Epistle. They will email you a spreadsheet containing your data that you will then upload to Toolbox. *You can wait until later in March before requesting the data file from Partner Essentials to lessen the downtime between systems.
Fourth, (and last!) we have created an upload tool on Toolbox where you will then upload that data (https://toolbox.reliant.org/mtd/datasync). Our plan is to convert the data so that your notes, tasks, and contacts may be properly imported into MPDx. The file PE is providing cannot be directly imported into MPDx and so this conversion step is necessary.
Are Notes & Tasks included in the export from PE?
Yes, they are now providing a spreadsheet with multiple tabs. Notes and tasks are included. If you requested a download a while ago and it does not include notes and tasks, request again from PE to resolve this.
Unfortunately, this export spreadsheet 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
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. This is why we're asking you to request your data export so we can convert your data into a usable format that Cru can help upload into MPDx.
Databases sync based on unique identifiers such as a contact ID, phone number or email address. We don't anticipate issues, but there could be duplicates created once we upload your PE data to MPDx.
If you want to start using MPDx, you could import the latest Datasync file from Reliant to give you a full history of all donors and gifts. MPDx compares gifts/ dates/ donors to what you have previously imported in order to identify any new activity.
One step you could take is to do a Datasync with MPDx. This will upload current donor data into your MPDx and at least get you started. If there are people you're actively contacting that aren't current donors, consider manually copying that contact from PE into MPDx.
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 an opportunity 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 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 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 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.
While you are welcome to use Epistle as a communication tool, Reliant is not approving it at this time as a partner for our donor datasync. This means you won't be able to get donor notices through Epistle as it won't have access to Reliant's database. But you can absolutely use it to send updates to your donors.
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 solely with Cru for MPDx. In addition, 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.