Import to Update Display Name Format

If you want to change the Display Name format for existing donors, you can do this by re-importing your data using the specific steps below.

There is an option in Settings to change the default value for the Display Name. Go to Settings and click on the Change field Defaults link under the Customize area. Here you will see a Display Name Format field. Choose the option for Last,First and then click on Save. This will make that the default value for all NEW donors you add from this point on.

However, this will not update the donors that already exist in the database. There is not a way withinGiftWorks to update these donors. But, you can re-import to fix this. You can use the GiftWorks Id field to match your donors when you reimport. You can pull up the All Donors (or All donors and Affiliate donors SmartList) Click on the blue Customize link and click on Uncheck all then check the boxes for Id and Display Name. These should be the only columns you have displayed on the SmartList.

Now you will need to Export that list. Click on Export this List on the left then choose Save to file and save it to your computer. Open the file outside of GiftWorks and go down through the file and replace the data with the correct Display Name format then resave the excel file.

Go back to GiftWorks and back up your database. Then start the import process using this excel file. Under the Updating Existing Donors option, click the option to Choose the fields to use for matching your donors. Choose Id for the Choose your import field option and choose Donor Id for the Choose the GiftWorks field option. Choose to ignore the data if a match is not found. On the next screen, choose do not import for the Id column. Map Display Name column as Donor Name: Display Name. Follow the rest of the steps to complete the import process This should overwrite all of the existing Display Names with the correct format. To verify this, you can go back to the SmartList you exported and the Display Name column should show the data in Last,First format. If everything looks good, we recommend saving another back up.

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