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Import Env

Posted: Fri Mar 07, 2025 12:56 pm
by Yprashanthi
Hello,

I just started working for a new client, and would use only contribution module. If i have to upload bulk contacts with mailing addresses & env number, how do i do it.

This is how i am doing. Not sure if there is an easier way to do this.

1-Using the membership template - upload the contacts.
2-Then from each personal profile - allocate an envelope number?

Is there a faster approach than this, like import including the envelope numbers.

Kindly help

Thanks
YPS

Re: Import Env

Posted: Fri Mar 07, 2025 3:29 pm
by NeilZ
Yprashanthi wrote:
Fri Mar 07, 2025 12:56 pm
Hello,

I just started working for a new client, and would use only contribution module. If i have to upload bulk contacts with mailing addresses & env number, how do i do it.

This is how i am doing. Not sure if there is an easier way to do this.

1-Using the membership template - upload the contacts.
2-Then from each personal profile - allocate an envelope number?

Is there a faster approach than this, like import including the envelope numbers.

Kindly help

Thanks
YPS
Unfortunately no.

You can only import information into the Mailing List profile, from which you will then need to add a personal profile to create the envelope number.