Import Data into a Batch Template

In Batch entry, you can import data from a spreadsheet created in another application into the database. For example, you enter information about new constituents into a spreadsheet application such as Microsoft Excel. You can then create a business process to easily import the information from the spreadsheet into a batch template.

You can add an import process from the Batch Templates page. In the Batch templates grid, select the double arrows next to the batch template you want to use to capture the imported data. From the expanded row that appears, select Create import on the action bar. For information about this process, see Add an Import Process.