Data Import: Mapping Companies
Navigate To Data Import/Export --> Data Import --> Choose the CSV File you wish to upload.
When you've chosen the CSV file, in Step 2, you'll be able to preview the first 10 mapped donation records.
Then, in Step 3: you'll be able to see if any companies within the CSV file were mapped based on the companies within our matching gift database. 360MatchPro will show your entered company name and its' best guess based on matching gift company names within our database.
You have the ability to keep or not keep the company name for each entry. We recommend referring to the score to guide you, keeping any company names equal to or above 15. Please review all suggestions, as exceptions happen. While you can individually check and uncheck each entry, you can also use the "Threshold" text entry field to check all entries meeting or exceeding a specific score, or use the "Uncheck All" button to start over.
If the "DTD Best Guess" column displays "Reasonable best guess not found" or does not display the company you wish to map to that record, you can manually select the company you wish to assign to the record. Select the "Manually Select Company" button, and a company search tool will appear. Use the search tool to select the correct company.
If you selected the wrong company, use the "Clear Manual Selection" hyperlink to reset your search.
Getting Started: Data Import Overview
Data Import You can manually upload donation records into 360MatchPro by using a CSV file. This feature is useful if you have any offline or historical donation records and like to import those donation records into 360MatchPro so automated matching ...
Understanding the Sample CSV File
Sample CSV File When you log in to your 360MatchPro and navigate to Data Import/Export --> Data Import, you have the ability to view the sample CSV File. We ask you to format your CSV File according to the sample file included within your account. ...
Data Import: Triggering Outreach
Data Import: Triggering Outreach When you log in to your 360MatchPro account and navigate to Data Import/Export --> Data Import, you'll be able to see trigger our automated matching gift emails after you import a CSV file of donation records. If ...
Data Import: Updating existing donation records in bulk
Data Import - Update existing donation records Within 360MatchPro, you have the ability to update donation records in bulk to make it easier for your team to view records in 360MatchPro and ensure they are up-to-date. Because 360MatchPro, doesn't ...
What Occurs After Import
After you've imported the CSV file into 360MatchPro and selected which donors you'd like to send emails to based on their eligibility, automated matching gift emails will be sent to donors based on the email streams you've selected. The automated ...