Mass Upload Salutations

I am tasked with updating the salutations for all accounts that are newly created - this takes up a lot of my time. It would be quicker if I could update the report I receive every day, make changes on a CSV, and then upload it. Currently Salutations: Short, Long, and Envelope are not an option to import into. This would save me a lot of time if we could import this information.

Mass Upload - S...

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Nov 16 2023
Already Works That Way.

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Kimberly Hammer commented

December 05, 2023 19:26

eTapestry offers the ability to import Short, Long, and Envelope Salutations for any of the account information import types.
If the fields do not appear on the import template by default, you can add them using the Import Another eTapestry Field option on the mapping screen.

Here is a link to our help documentation, please feel free to also contact Support for additional help.

https://webfiles-sc1.blackbaud.com/files/support/helpfiles/etapestry/etapestry/content/tketapimportsteptwoname.html

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