Add Selection Screen

Name

Enter a unique name to help identify the import selection process and the selection it creates. After you add a process, you can use it to create a selection of the same type of records from a different import file.

Description

To help further identify the process, enter a description or explanation of the process. For example, explain the type of selection the process generates or when to use it.

Record type

Select the type of records to include in a selection created by the process.

When you edit the process, this field is disabled.

Category

To group the selection with similar selections, select the type of query with which to group selections created by the process. Your organization configures the available categories.

Site

To restrict use of the process and its selection to a specific site at your organization, select the site to use the process. To allow all sites to use the process and its selection, select All sites.

Show this selection in the Query Designer

To use the selections created by the process in Query, select this checkbox.

Import file

Browse to and select the import file that contains the records to include in the selection. The import file must be in a comma-separated values (*.csv) format.

ID column

After you select an import file, this field is enabled. Select the column in the selected import file that contains the record ID to use to identify records in the selection.

ID type

For some record types, such as Constituent or Event, you can select whether to use the system record or lookup ID. For the Constituent record type, you can also select “Alternate lookup ID” and select the type of alternate lookup ID to use. Other record types only allow the system record ID as the identifier.