Before proceeding, it may be useful to read about data imports.
Most data can be imported regardless of the name on the column, but there are some cases that require an exact column header. Learn when to use these special column names.
You can use any of the special fields below when you do your import process. They will link with the appropriate fields in the database.
Patron Data Special Import Columns Top
- gPatronType
- This is the Patron Type field (e.g. individual, company, staff, etc).
- Will update Code Tables >> Patron Type if a new value is found.
- gPhoneHome
- This field adds a new Patron Home Phone Number to the patron record.
- gPhoneWork
- This field adds a new Patron Work Phone Number to the patron record.
- gPhoneCell
- This field adds a new Patron Mobile Phone Number to the patron record.
- gPhoneFax
- This field adds a new Patron Fax Phone Number to the patron record.
- gEmailHome
- This field adds a new Patron Home Email Address to the patron record.
- gEmailWork
- This field adds a new Patron Work Email Address to the patron record.
- gWebsite
- This field adds a new Patron Work Website URL to the patron record.
- gPrimaryPhone
- This is the Patron Primary Phone Number field.
- This is a special field that updates existing data rather then adding a new contact to the patron account.
- gPrimaryEmail
- This is the Patron Primary Email Address field.
- This is a special field that updates existing data rather then adding a new contact to the patron account.
- gPrimaryFax
- This is the Patron Primary Fax Number field.
- This is a special field that updates existing data rather then adding a new contact to the patron account.
- gPrimaryWeb
- This is the Patron Primary Website URL field.
- This is a special field that updates existing data rather then adding a new contact to the patron account.
Patron Marketing Special Import Columns Top
- MKT_C_SEQ
- The column header for the field Marketing Patron #, this is used to update or overwrite existing data. It should only be used if the data file originated from Theatre Manager. Read more about using this field here.
- MKT_FIELD_1 through MKT_FIELD_5
- These column headers refer to customizable patron fields that some organizations use to track unique patron values from another system, which makes them usable as a matching field if needed. Read more about using these fields here.
- gC_AGE_CODEresult
- Will update Code Tables >> Patron Age Codes if a new value is found.
- gC_MKT6result
- Will update Code Tables >> Mktg #6 (pop-up) (your system may have a customized name for this field) if a new value is found.
- gC_MKT7result
- Will update Code Tables >> Mktg #7 (pop-up) (your system may have a customized name for this field) if a new value is found.
- gC_MKT8result
- Will update Code Tables >> Mktg #8 (pop-up) (your system may have a customized name for this field) if a new value is found.
Volunteer/Personnel Special Import Columns Top
- gC_ACTIVEresult
- This is the Marketing Volunteer Status field.
- Will update Code Tables >> Personnel Status if a new value is found.
- gMktVol1Result
- Will update Code Tables >> Personnel Vol Lookup # 1 (your system may have a customized name for this field) if a new value is found.
- gMktVol2Result
- Will update Code Tables >> Personnel Vol Lookup # 2 (your system may have a customized name for this field) if a new value is found.
- gMktVol3Result
- Will update Code Tables >> Personnel Vol Lookup # 3 (your system may have a customized name for this field) if a new value is found.
- gMktVol4Result
- Will update Code Tables >> Personnel Vol Lookup # 4 (your system may have a customized name for this field) if a new value is found.
- gMktVol5Result
- Will update Code Tables >> Personnel Vol Lookup # 5 (your system may have a customized name for this field) if a new value is found.
- gMktVol6Result
- Will update Code Tables >> Personnel Vol Lookup # 6 (your system may have a customized name for this field) if a new value is found.
- gMktVol7Result
- Will update Code Tables >> Personnel Vol Lookup # 7 (your system may have a customized name for this field) if a new value is found.
- gMktVol8Result
- Will update Code Tables >> Personnel Vol Lookup # 8 (your system may have a customized name for this field) if a new value is found.
- gMktVol9Result
- Will update Code Tables >> Personnel Vol Lookup # 9 (your system may have a customized name for this field) if a new value is found.
- gMktVol10Result
- Will update Code Tables >> Personnel Vol Lookup # 10 (your system may have a customized name for this field) if a new value is found.
Donor Information Special Import Columns Top
- gDonorGivingCapacity
- gDonorMovesStatus
- Will update Code Tables >> Donor Moves Management if a new value is found.
Mail Lists Special Import Columns Top
- PM_SHORT_NAME
- To import a mail list, you must have at least one column called
PM_SHORT_NAME
with a values that are the name of the Mail List to which the patron will be added (e.g.list1
orlist2
, etc). Theatre Manager will create a new Mail List if it can't exactly match the name to an existing list. - To add multiple mail lists, you have two options:
- Comma separate the Mail List names in the
PM_SHORT_NAME
column (e.g.list1,list2,list3
) - Have multiple columns (up to 15) in your file named
gName1
throughgName15
, each containing either empty values or a Mail List name to which you want people added (e.g.list1
orlist2
, etc)
- Comma separate the Mail List names in the
- To import a mail list, you must have at least one column called
Order Data Special Import Columns Top
- I_ORD_REASON_BUY_RESULT
- This is the Why Did Patron Buy? field.
- Will update Code Tables >> Order Reason to Buy if a new value is found.
- gSource
- This is the Delivery Method - Ticket Handling Status.
- The value options are:
0
= Hold for Pickup/Taken1
= Mail to Patron2
= Hold for WillCall3
= Hold @ Door for Coupon
Ticket Data Special Import Columns Top
- gTixUsed
- This is the flag for Patron Attended to indicate if patron attended the performance.
- Use the value
attended
to indicate that the patron attended the performance.
- gAttendedReason
- This is the description for Patron Attended Reason or Not Attended Reason.
- Will update Code Tables >> Course Attendance Reasons if a new value is found.
Donation Data Special Import Columns Top
- gDonor1Field
- Will update Code Tables >> Donor #1 (pop-up) (your system may have a customized name for this field) if a new value is found.
- gDonor2Field
- Will update Code Tables >> Donor #2 (pop-up) (your system may have a customized name for this field) if a new value is found.
- gDonor3Field
- Will update Code Tables >> Donor #3 (pop-up) (your system may have a customized name for this field) if a new value is found.
Donation Campaign Special Import Columns Top
- gAccount
- This adds the account number to assign to new donation campaigns.
Memberships/Passes Special Import Columns Top
- gMember1Field
- Will update Code Tables >> Member #1 (pop-up) (your system may have a customized name for this field) if a new value is found.
- gMember2Field
- Will update Code Tables >> Member #2 (pop-up) (your system may have a customized name for this field) if a new value is found.
- gMember3Field
- Will update Code Tables >> Member #3 (pop-up) (your system may have a customized name for this field) if a new value is found.
Member/Pass Types Special Import Columns Top
- gAccount
- This adds the account number to assign to new member/pass type.
Payment Data Special Import Columns Top
- gPaymentMethod - Payment Method
- THERE MUST BE A MATCHING VALUE IN Code Tables >> Payment Methods PRIOR TO USING THEM IN AN IMPORT.
- gOrigin - Payment Source
- The value options are:
0
= Internet/Web Sales1
= Telephone Order2
= Mail Order3
= Patron Present
- The value options are: