Self-Importing Users + Video
These instructions cover how to self-import (upload) a spreadsheet of your supporters directly into the software. This will create User records that can be used to send invitations to donate, buy tickets, bid online etc. User records can also be selected by your team if the issuing tickets manually.
Entering items in your catalog will be easiest if you self-import (upload) a spreadsheet of Potential Donors separately using these instructions.
Note: If you are a returning user, you can migrate data from your previous site(s).
Tips and Best Practices:
1. Clean data = good records:
- Each row in your spreadsheet will create a User/Donor record.
- Make sure all data within each column is consistent (ie all phone numbers, or first name only) and that all rows contain a Name (required).
- The software does not validate or format the data being uploaded (eg. emails, phone numbers etc) - it is uploaded exactly as provided, so review carefully.
2. Business and Individuals Names must be in separate columns. Find more information on name formats here.
3. Once you have selected and uploaded a spreadsheet, you will be able to review it before completing the upload, but you will not be able to edit any data from the review screen.
4. If a record is missing required information, Will Skip (reason) will display in the left column. If a column is not mapped to a field, it will also be skipped, and displayed in red.
5. You can upload multiple spreadsheets, and/or migrate past records plus upload new records. Upload your best (usually most recent) data first. On subsequent uploads, review records flagged because of duplicate emails and/or names. Duplicates are skipped by default, but you can opt to upload them by checking the appropriate box(es). Duplicate records can be merged on the Users page, if necessary, but merges are limited to two records at a time.
To Import/Upload Your Spreadsheet
- Go to: Admin > Manage Users > click on the Self Import button
- Confrim Impor ttype and upload the file from your computer.
- Map Columns to Fields then Approve to begin the import.
- Confirm the data displays as expected, and "undo" if necessary.
1. Go to: Admin > Manage Users > Self Import Users
2. Confirm Import type and Upload File
3. Map Columns to Fields and Review:
- Map your columns of data to the correct fields in the software by selecting from the dropdown.
- If your spreadsheet contains a column of info that does not match the dropdown of standard fields - map it to "User Defined Field" to import the data in a custom field called udf - (column header name).
- Once all columns have been mapped, review status column on far left. Any rows still missing required data will not be imported.
- If you need to edit your spreadsheet, you must cancel the import, edit the spreadsheet, then upload it again.
4. Confirm and Undo, if necessary:
