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Import to Update Addressee and Salutation fields

If you want to update the Addressee and/or Salutation fields you can do this by re-importing your data using the specific steps below.

You will need to go to your All Donors (or All Donors and Affiliate Donors) SmartList and customize the list to show the following fields: Addressee Formal, Addressee Informal, Salutation Formal, Salutation Informal, Id and Display Name (to be used as a reference if needed to edit the Addressee and Salutation fields)

You will use the GiftWorks Id field to match your donors when you re-import the file.

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. You can then update the Addressee and Salutation fields as needed.

**NOTE - You will NOT want to make any changes to the Id column.

Go back to GiftWorks and backup 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 and the Display Name columns.

Map ALL of the other columns and then import. This should overwrite all of the existing Addressee and Salutation fields.

If everything looks good, we recommend saving another back up.

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