Category

Importing Online Registrations and Purchases

Importing Online Purchases and Donations is a necessary step in making sure your Project data is accurate as possible. It also streamlines the data entry process by taking some of the weight off your shoulders, and letting the system do all the work. It can be accessed from your Project Home, and by simply following the steps in the wizard to import the data over. Below, we will cover a step by step walk-through of the process. 

  1. From the Project Home, select Import Online Registrations and Purchases under the Project Website header.
  2. The system will display purchases in the order they were originally made. The top area has no clickables, and is just informing you what the Supporter purchased.
  3. The Purchaser area has the information entered by the purchaser into the Project Website. If the system does not automatically match it, click Switch Supporter.
    • Here you can either Create a New Person or Pick a Supporter.
      imp_onl_reg_1.jpg
  4. The Admission Package’s Area is where the Supporter entered information as to who will be using the ticket(s). If the system does not automatically match it, click Switch Supporter.
    • Here you can either Create New Person, make the Attendee the Same as the Purchaser, or Pick a Supporter.
      imp_onl_reg_2.jpg
  5. If applicable, place the newly created person in a household by using the drop down menu to the right.
  6. Once finished click Import Online Purchase to finalize the import. You can also click Skip this Online Purchase for Now to go to the next purchase, Delete Online Purchase to remove it completely, or Done for Now to return to the Project Home.
    • Note: Deleting an Online Purchase does NOT prevent the Supporter's card from being charged. The charge occurs as soon as the Supporter clicks Submit on the Project Website.

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