Once your import file is prepared correctly (see Preparing a file for import for more information) you can now import the new supporter data into your account.
NOTE: An individual import file is limited to 20MB. Please check the size of your file before continuing.
Go to Data & Reports > Import and you will see this page:
Once the file has been uploaded you will need to decide how to process the records. You have two options:
- Add new records and update existing supporters
- Only create new supporters and ignore updates to existing supporters
To tag the imported supporters as participating in an advocacy campaign check the “Yes” checkbox. Once checked, you can then select the campaign you wish to assign participation to from the dropdown menu.
Using Saved Import Formats
To import the records using a saved import format check the “Yes” checkbox. Once checked, you can then select the saved import format from the dropdown menu.
Click on the settings icon to see a list of available import formats which you can also preview.
NOTE: If using a saved format, the data file must match the format exactly
After your import options are set click on the “Map Data” button to map your header rows to the corresponding fields in your Account Data Structure (previously known as the Default Supporter Record). Engaging Networks will automatically try to map your header fields to those in the Account Data Structure if they match. Otherwise, you will need to manually select the fields you would like to map them to.
NOTE: Please use the HPC Amount and HPC Currency fields to import supporter’s Highest Previous Contributions
If you wish to leave out a column, just leave the “Map To” without a field mapping and it will be skipped during the import.
Once you have the fields mapped correctly click “Import” to being your import.
Depending on your import process settings you will see one of two confirmation dialogs.
Once confirmed, a job number will be displayed corresponding to that import.
Saving Import Formats
To save an import format for future use, check the “Yes” checkbox next to the “Save this format for future use” question and name it before clicking “import” from the data-mapping screen.
NOTE: Saving the format will allow you to skip the manual mapping process next time you import a file in this format. This saved format can be used for future dashboard imports and imports done using the import API.
Checking the import status
Go to the Jobs monitor and you will see a list of all the current jobs in your account.
When your job has completed, you will see a cloud download icon appear in the “Results” column. If you click on this link a file will download and you’ll be able to see if any records failed to be imported. If this happens it’s generally because the email address was in an invalid format. The file will give you the email address to fix, so you can go back to your spreadsheet, tidy up the records in question, and re-upload them.
If your import was 100% successful, the file you download from the ‘Jobs monitor’ will be blank or just contain a heading “FAILED RECORDS”. If there is nothing underneath this heading, then there were no failed records and the import was successful.
If you go to Account settings > Account emails, you can enter an email address to receive notifications when a job completes (look for the ‘Notification email alert’ section), or you can just go to the ‘Jobs monitor’ at any time to check on the status
Click on the “Import History” tab to view a list of files that have been imported. File name, imported record count, rejected record count, and import date are available from this tab.
You can also check the Job monitor’s history tab to see a log showing how many records were successfully imported.