Donorscape shadow
Home

Update Multiple Prospect Records

Use this process when you want to update multiple prospects with new information. For example, at the end of the year, you could update prospects’ addresses.

  1. Collect any new information that you want to upload to DonorScape® (for example, export new addresses from your donor management system).
    Important: DonorScape® identifies each prospect using a unique prospect ID number.  To upload new information successfully, be sure to use the correct prospect ID number for each record.
  2. In DonorScape®, open the Admin functions, and click the Update Prospect Information tab.
  3. Download the template and instructions.  Enter the new data, as specified.  Save the file in CSV format.
  4. Return to the Update Prospect Information tab, then choose your CSV file, and click Upload.
    The new information is uploaded to your database.
    See also: Batch Update 
  5. Optional: To rescreen the ratings and wealth matches for an individual prospect using this new information, open the prospect’s record and click the rescreen icon Rescreen Icon  next to the prospect’s name.

    To rescreen the entire database contact DonorScape® support at support@donorscape.com or (866) 378-8540.

Users Guide

Download the Users Guide (pdf)   

Questions? Need support?

Call 866.378.8540 or email support@donorscape.com

home
Login to MyDonorScape

DonorScape