Use this link to share with your colleagues:
Part 3: Making Mass Updates: https://help.pm.leapevent.tech/a/1196773
Learn to batch-update fields on your existing PatronManager records (for example, marking a batch of donations as “Acknowledged”).
Prerequisite: Basic Excel or equivalent comfort level
Note: The DIY Data Exam and Certification is no longer available; however, these instructions will still help you to learn how to import your own data into PatronManager. Stay tuned, as we'll be providing new articles and instructions for these projects soon!
If you plan to update any objects other than Accounts, Contacts, or Donations, submit a case in the Client Community to check with our team first!
We do not recommend updating Ticket Orders via mass updates. Doing so can break things in PatronManager.