Data tools
Dedupe contacts. Upload files and payments through a data feed.
By Cristiana1 author16 articles
- Data Cleaning Module FAQThis article explains how to use the Data Cleansing Module.
- Locate a validation error within a datafeedThis article explains what to do when the system tells you there's a problem with the data inserted in bulk to Charity CRM.
- Global DedupeFollow these steps to merge duplicate contacts using Global Dedupe.
- Error: 'DATAFEEDIMPORTHISTORY_PRIMARYKEY'This article explains the cause of the "DATAFEEDIMPORTHISTORY_PRIMARYKEY" error and how interrupted datafeeds can prevent new import IDs from being generated.
- Datafeed Dupe RulesThis article explains how datafeed dupe rules work and how records are matched using up to three sequential criteria checks.
- Violation of PRIMARY KEY constraint 'DATAFEEDIMPORTHISTORY_PRIMARYKEY'This article explains the cause of the error 'Violation of PRIMARY KEY constraint 'DATAFEEDIMPORTHISTORY_PRIMARYKEY'' and how to resolve it.
- Soft credit a payment through an importLearn how to soft credit a payment through in import by following the guidance in this article.
- Datafeed required fieldsFollow these steps to access example files that show you how to format your data.
- Data Tools: Append or include in updateThis article explains how to append or include data in an update.
- Process bank filesLearn how to set up and import bank payment files, match payments to pledges and memberships, and complete pay file processing in Access Charity CRM.
- Scan Barcode button blank boxThis article explains the blank box you will see after clicking the Scan Barcode button.
- Dedupe rules for internal dedupingThis article explains how to analyse your existing data so that you can clean up any duplicates that have made their way into the system.
Data Feeds
Upload data through data feed.
- Upload data in bulkFollow these steps to update data with a file upload and import communications.
- Upload payments through a data feedFollow these steps to import new contacts and payments.
- Create a datafeed templateThis article explains how to create a manual import template so data isn't overwritten.
- Error: 'String or Binary Data would be Truncated'Learn how to resolve this error when data fields in your file are too long for Access Charity CRM.