Import Data Tool - Validation Results

The validation process reviews your import settings, source file, and Donor Management information.  The results of this validation process include:

• Constituents to be added - this is the number of constituents that will be added to the Panorama Donor Management.

• Constituents to be updated - this is the number of constituents that will be updated within the Donor Management.  This is directly related to the import keys and which records it matched between your source file and existing records in the Donor Management.

• Contributions to be added - this is the number of donations that will be added to the Donor Management.

• Contributions to be updated - this is the number of donations that will be updated in the Donor Management.  This is directly related to the import keys and which records it matched between your source file and existing records in Donor Management.

If the counts do not appear correctly, you may need to review the data that is in your source file or click the Edit Mappings button to go back to a previous step and correct the import settings or field mappings.

If the counts appear correct and you are ready to import this information into the Panorama Donor Management, click the Start Import! button to import this information into the Donor Management.  Note: Once you import this information into the Donor Management, there is no way to undo this import.  Be sure that your import settings, data, and validation information have been reviewed before importing this information.