What's New in Version 18: Import Matching

Randy McCabe September 16, 2014 Nonprofits

What’s New in Version 18: Import Matching

After listening to your input we made changes to the import wizard to include matching which is the main feature included in this release.

Before v18 you would have to find the account number, record id or external system id inside Orange Leap and place it inside the .csv for each gift you want to add or record you would like to change. This can be tedious and time consuming.

Now what you can do in v18 is you use your duplicate detect criteria from the site options to match the record in your .csv with records inside the system!

The import wizard will define the account number for you and will fill the account numbers in.

For more info visit us on – Confluence