In order for AQ2 to recognized scanlines properly, we need to import the appeal codes prior to processing checks.
Receive Appeal Codes from Marketing Agency
These codes are typically found in a post production / output file and are can be named a variety of things. These files are found on the Grizzard FTP site.
Make a CSV file of only the Appeal Codes
1. Locate the Scanline column
When Grizzard provides the output file, they don't have a column specifically for the Appeal Code so you have to take the scanline column and create a appeal column.
2. You will copy the Scanline column into a new worksheet. And Click Text to Column
3. Go through the wizard till scanline is broken into two columns
Choose Deliminated > Space
4. Delete column with donor ID - in this example it's the scanline column
5. Select Remove Duplicates
It will ask you which columns - if there is no other data, you can just click finish. However if you have another column (like you added Kit ID) then you will want to make sure you select the column with the appeal codes to remove the duplicates from.
6. Remove any funky appeal codes + Remove Column Header Row + Ensure a generic is available
7. Add a descriptor + Kit ID
Keep in mind the Appeal Code is the first column, descriptor is second, and Kit Id is third column. There are NO header rows (i.e. labels)
Kit ID is in the original report
8. Save as CSV file to Y drive or other appropriate location
Files can be located at:
Y:\AQ2 - Donation Processing Program\KeyCodes and Appeal Codes
Add file to the H Import Folder Drive
Note: Make sure file is .csv or file will not import
H:\Input\Import
Open Job Manage
Import
Click Batches > Addins > Import Update Files
Success or Failure Message will display
Verify File is in the Archive Folder
If file was not processed, it will remain in the Import Folder. You can delete and re-import.
