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welcome to basic thunder the following tutorial will provide an overview of importing donations into basic Thunder open the administration menu and click import donations you with this function you can import both donors and donations basic funder imports from a spreadsheet there are certain fields your spreadsheet must contain your spreadsheet must have an organization name if applicable last name and first name an address zip or postal code and donation date and amount click select spreadsheet the next step is mapping the tall mapping means matching the college spreadsheet with fields in basic thunder for example column a contains the info for the organization field so we select column a from the drop-down menu you you map as many columns in as you can on this tab are mapped continue mapping on the other two tabs you you can find spare fields and groups under the other column mapping tab you after mapping all the columns enter a title and click save current mapping load mappings by clicking the search mappings button before importing go to matching donor the matching donor table to set the rules used to locate donors in the database if a match is found the donation is loaded if no match is found a new donor record is created and the donation added there are two tests basic funder uses to match donors if the spreadsheet contains donor IDs the first test will try to match them with a donor ID in the database second test checks the organization name and last name these must be identical in the database and spreadsheet for it to be considered the match in addition to looking for a match for organization and last name it will also check the first specified number of characters for first name address and zip or postal code you can adjust these criteria here there are two options for the match rule the first option will only add the donation to an existing record if there is one donor match if there are multiple donor matches it will create a new donor ackard the second option will add the donation to the first match when there are multiple matches now that the columns are mapped in the matching criteria filled in we can go to the load donors and donation tab sent a thank you letter selected from these menus if the donations are historical click load donations as historical historical donations are usually from another system and may already be receipted most spreadsheets will have the name of the columns across the first row use the start loading from row field to indicate where the donations start port will stop at the first blank row therefore ensure that all the rows are continuous in this field you can add a donation note if you do not have any of these fields mapped and check them all the donations in the spreadsheet will be assigned the values here for example we did not map distribution so all the donations in this spreadsheet will be given these values in those fields if the field is mapped for example appeal in column J and the appeal box checked then any donations in the spreadsheet which are blank in the appeal column will be assigned the appeal here now we can begin loading the donations click the loot transactions button you when the donations are loaded basic funder will save a copy of the spreadsheet with the load note column we'll say either added or found followed by a number this number is the donor ID that was either found or assigned statistics guarding the import will be displayed here this concludes the tutorial on importing donations into basic Thunder to learn more about basic funder visit www.hsn.com or call 905-lostjob