During an import, each row of your spreadsheet becomes a separate record and the data in each column is mapped to a specific field. This is an automated process so good data works, bad data breaks.
- If a row is missing data in any of the required fields, the record will not be created. Optional fields can be left empty.
- Your column headers must match the field names precisely or the data will end up in the wrong place, or more likely, left out altogether.
- Business Names and Individual Names must be in separate columns.
- The software uses separate fields for first and last names. If your spreadsheet does not, the importer will convert them if you use the correct column header:
- Make sure all data within each column is consistent (ie all phone numbers, or first name only).
- Make sure all Required columns contain data in each row.
- The importer does not validate or format email addresses, phone numbers or zip codes - they will be imported exactly as listed - so review those columns carefully.
- If you are copying/pasting, make sure you haven't accidentally captured any html (web formatting) in your content (eg </p>" etc.)
- Custom fields are available for donors/users/guests (add udf_ to your column header).
- Custom fields are not available for items.
- It is always easier to edit data in a spreadsheet than to edit individual records within a database. Clean it up before importing!