Theatre Manager Online Help

DonorSearch Importing Analytic Results

DonorSearch Importing Analytic Results

The following process is for importing the analytic results from DonorSearch that were through the Text File option.

If your submitted a Direct Submission for processing and are wanting to retrieve those results into Theatre Manager, you will need to follow the steps at Retrieving DonorSearch Analytic Results.

The access to import DonorSearch menu option, an employee must have either Insert or Edit access to the "Donor - Manage DonorSearch Analytic Analysis Results" Data Security functions. in their employee profile.

Importing Analytic Results

  1. Goto menu options File >> Import/Export >> Donation >> DonorSearch Analytic Results.

    This will open the Import Data Window.

  2. Click Select button.
  3. Select the file that was provided from DonorSearch containing the analytic results.

  4. Click Open button.
  5. Match Fields to the Database.

  6. Click Match Keys button.
  7. Select Key Field to Match On.

    In most cases, select "DS_PROFILE_LINK - DonorSearch-Profile Link"

  8. Click Set Options button.
  9. Select Data Import Options.

    In most cases, select "Import all data as new records"

  10. Click Import button.
  11. Click Import to proceed with the import process.

  12. Proceed to the steps on how to View Analytic Results in Theatre Manager from DonorSearch.