| 1. | From Administration, click Import. The Import page appears. |
| 2. | Under Tasks, click Generate import header file. The Generate header file screen appears. |
| 3. | In the Batch template field, select the batch template with the fields to include in the header file. |
| 4. | Under Collection field, the grid displays the collection fields included in the selected batch template. Collection fields can support multiple entries. In the Quantity column, enter the number of entries to import for each collection field. For example, to import three phone numbers for a constituent, enter "3" for the Phones collection field. |
| 5. | Click OK. The program automatically generates a *.csv file that contains a header row that displays the name for each field included in the batch template. A message appears to ask whether to open the header file. |
| 6. | The file opens in a spreadsheet program such as Microsoft Excel. Enter import data into the file as necessary and save the file to your preferred location. |