Testing of Completed Data Import
Once your data has been imported by our staff, you will be notified of its completion and instructed to test the data to ensure the import was completed successfully and that you approve the import. This is important so we can consider the import complete as part of your system setup. Once the data import is approved by you, we will activate the Merge system to begin identifying potential duplicates for you to merge or associate as household members.
Browse some significant accounts -
From the main menu, go to Database, then People, and look up a number of your significant patrons based on their first and last name. Check that the data is appearing in the correct fields, that things are capitalized correctly, etc. Report any odd pieces via the help desk item on data import.
Note: One might assume that entering no search terms would provide a listing of all patrons. However, in this scenario, the system will search for patrons in the default city and will only return those patrons, not a full listing. In order to see a complete list of all patrons, use the Patron Contact Details report in the Patron section of reports.
Check data via reports -
As mentioned above, to see a complete list of all patrons, use the Patron Contact Details report in the Patron section of reports and enter an all-encompassing date range.
Reports can also be used to check transaction data. If you imported donation and membership records you can view the Donation Reports to view those imported transactions based on date range, or memberships that will expire within a date range.
For ticketing imports you might check some of the following reports:
Standard Reports > Financial > List of Sales using a date range of the imported transaction dates.
Check data via marketing output -
You can view any marketing lists we created via the Marketing "lists and mailings" screen on the left.
Check data via Batches -
Under the database tab, you can generate batches of your import data including data export (for patron information), ticketing, and donation records. See Batches for details on running batches.
Let us know if you have additional questions.