Import Selections

From Analysis, you can create a process to automatically generate an import selection. An import selection is a named set of IDs of the same record type, created from the record IDs in an import file. For example, you might export information about a large selection of constituents for research, such as to determine the constituents to include in a marketing effort. After you determine the constituents, you create a comma-separated value (*.csv) file of those constituents and include their record IDs. You then use the file to create a constituent selection for the marketing effort.

On the Import selections page, you can view and manage the processes your organization uses to create import selections. After you create an import selection process, you can manage the process and view detail information from its status page.