The Database Menu

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Import DonorsImport just Donors from an Excel or text file. This is a quite easy and flexible option for importing donors from another donor-management program, or from a spreadsheet program like Excel.

 

Import DonationsImport just Donations from an Excel or text file, for instance to import recurring monthly donations.

 

Import ⇒ PAR DonationsImport only donations from a text import file provided by the United Church of Canada's PAR (Pre-Authorized Remittance) service.

 

Import All DataImport data exported from other programs. (This is a rather complex option to import the Donors, Donations, Receipts, Organization Info, and Categories.)

 

Import ⇒ From Church AssistantImports data directly from the database files of The Church Assistant program from Wincrafters, which is no longer available or supported.

 

Import ⇒ From Membership PlusImports data directly from the database files of the program Membership Plus.

 

Import ⇒ From Viansoft

 Church Contribution SystemImports data exported from the Church Contribution System from Viansoft, which is no longer available or supported.
 
Import ⇒ From GiftWorksImports data directly from a GiftWorks database or backup file.

 

Import ⇒ From GeminonImports data directly from a Geminon database file.

 

ValidateCheck that your data has not been damaged in any way, for example by suddenly turning off your computer while DONATION is working on something.

 

Copy Missing DonorsAllows you to copy missing donors and categories from one year to another.

 

Reassign Envelope NumbersAllows you to reassign the envelope numbers to all or some donors, for example at the start of a new year.

 

Split DonorSplits a donor record into two identical ones, for example to separate a joint record for spouses into two records, one for each spouse.

 

Merge Duplicate DonorsAllows you to merge duplicate donors (or non-duplicates that you want to put together, like records for spouses).

 

Change Date of DonationsAllows you to change all donations with one specified date to be on another specified date. Generally used if you realize that you accidentally entered a batch of donations with the wrong date, with the File One Date Batch Entry menu option.

 

Delete Old DataDelete data from past years, that is at least 3 years old (you can choose how old it has to be, before it gets deleted).

 

Delete All DataDeletes all data from your database, so that you are starting over with a new completely empty database.

 

Delete Latest YearUsed only in very unusual circumstances, if you have changed to a new year but didn't intend to, to delete that latest year's data. Can only be used if there are no donations in that year so far!

 

Switch DatabasesSwitch to using a database for another organization, or create a new database.

 

SQL SelectCreate simply formatted ad-hoc reports and data extractions using SQL Select statements. (Most users would never use this option, instead using Reports Custom Report for ad-hoc reports.)