Add an Import Process

You can create an import process to generate a batch for adding or updating information from a file created in another application. For example, during an event, you may not have access to the program. Instead, you enter data in a word processing or spreadsheet program such as Microsoft Excel. After you save your spreadsheet as a delimited or fixed-width file in the outside application, you can import the information into your database. You can add an import process from the Import page of Administration or from within Batch Entry.

Tip: You can also create recurring import processes for imports used multiple times with different import files. For example, an import process can pull files with similar names repeatedly from the same location.

Note: Before you can create import processes, the system administrator must configure at least one import source for import processes.

1. To add an import process, select Add on the action bar of the Import page.

2. Select a batch template, then select OK.

   Note: Missing a batch template? Consult your batch processing manager. For example, the batch template may not be configured to enable batch processing with imports.

3. On the Configure import file tab, enter the import process name and description, select a batch owner, and specify the import type and source.

4. On the Map fields tab, you map import fields to batch template fields manually or select to use an import file mapping template.

5. On the Set Options tab, specify options for import workflow, constituent matching, date formats, fields, and constituent updates.

From any of the tabs, use Previous and Next to move between the tabs, or select the links at the top of the screen.