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I have a list of profiles that do not have donor records. How can I mass create donor records for these profiles?
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How can you globally create the donor or grantee records for profiles?
Answer:
There is a tool located in Tools > System Utilities > Admin Utilities > Profile Imports > Create New Donors that will create new donor records.
Usually, the tool is used after importing profiles to create the records so that Gifts can then be more easily imported or created. However, the tool requires knowledge of either a profile sequence without an affiliation or a profile range that will also select on an affiliation.
If you have a list of profile id codes that you need to work with, then use the Profile > File Maintenance > Add Affiliation from Exported file utility to add an affiliation code to your selection. Then you can use the Create New Donor Utility to add your donor records.
In this situation you would typically leave the profile id filter alone to select on all profile and fill in the affiliation field with your newly created one.
It is strongly advised that you test this out in Test and Learn first since there is no way to undo the creation of the records.
Usually, the tool is used after importing profiles to create the records so that Gifts can then be more easily imported or created. However, the tool requires knowledge of either a profile sequence without an affiliation or a profile range that will also select on an affiliation.
If you have a list of profile id codes that you need to work with, then use the Profile > File Maintenance > Add Affiliation from Exported file utility to add an affiliation code to your selection. Then you can use the Create New Donor Utility to add your donor records.
In this situation you would typically leave the profile id filter alone to select on all profile and fill in the affiliation field with your newly created one.
It is strongly advised that you test this out in Test and Learn first since there is no way to undo the creation of the records.
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