Import Profiles

Written by Nick Miles

Last published at: April 1st, 2019
  1. Select Profiles from the Home page.
  2. Select Import from the left-side menu.
  3. Click Download Template.
    • The file will automatically download to your computer's Downloads folder.
  4. Open the .csv file and enter your data within the corresponding fields.
    • Note:
      • A row must have at least a first_name and last_name, an org_name, or a household_name. All other fields are optional.
      • You do not need to have all fields in a file.
      • A row can only have one of first_name/last_name, org_name, household_name.
      • Upload will not check for duplicated in the import file or in existing database entries.
      • Member_of_household field only applies to individual profiles (first_name/last_name), and will link the profile to that household profile if the name matches exactly and exists in this file or is already in the database. If it does not exist, the system will create a new profile for this household.
      • Work_name field only applies to individual profiles (first_name/last_name), and will link the profile to that organization profile if the name matches exactly and exists in this file or is already in the database. If it does not exist, the system will create a new profile for this organization.
      • Work_title is used when linking an individual to the work_name organization.
      • Phone numbers must be 10 digits. They can include any separators, but must contain exactly 10 digits.
      • If only one phone number is given for a record it will be marked as the primary phone.
      • If more than one phone number is given, only the main_phone entry will be marked as primary if it is defined, otherwise no phone numbers will be marked as primary.
      • Zipcodes must be valid. City and State will be populated based on the zipcode lookup.
      • Leading and trailing spaces in all entries will be removed. i.e. (" Chris " becomes "Chris").
      • If you specify an org_role you have to provide an org_role_org_name as well.
      • If profile_type or org_role does not already exist, it will be created.
      • If an org_role_org_name organization profile does not exist, a new organization profile will be created.
  5. Once all data is entered, save the .csv file to your computer.
  6. Select Choose File.
  7. Locate and select the .csv file containing your data, then click Open.
  8. Click Process to import your data.