Import

With Import, you can easily move data from one program to another. Import is particularly useful when your organization maintains multiple databases or when you frequently move information in and out of the database. In Import, you can create a batch to enter new records in the database or update existing records.

For example, using a spreadsheet from an outside application such as Microsoft Excel, you gather a large amount of information about potential donors including names, addresses, and other related data. It is logical to bring this data into your database, in bulk, using a batch. To do this, you add a import process, select a batch template, and specify and map fields from your import file to the fields that will ultimately display in the batch. The fields necessary to import or update information depend on the selected batch template.