Create a Gift Import form within eTapestry to eliminate having to create a separate spreadsheet to import

We currently use a Google Form we created with the defined-fields we want to import, (i.e. account number, check number, amount received, Campaign/ Approach, etc). We then export the resulting spreadsheet and import into eTapestry.

However, the Google form method requires us to ensure case-sensitivity, etc. anytime we add a Campaign/ Approach, etc.

In the past, we have had CRMs that had this form built-in to the program. Perhaps a gift import form (and one where we can select important defined-fields) can be built into eTapestry.

  • Guest
  • Jan 19 2021
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