Add an import selection process

  1. From Analysis, select Import selections. The Import selections page appears.

  2. Select Add. The Add selection screen appears.

  3. In the Name field, 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.

  4. In the Description field, enter a description or explanation of the process to further identify it. For example, explain the type of selection the process generates or when to use it.

  5. In the Record type field, select the type of records to include in a selection created by the process.

    When you edit the process, this field is disabled.

  6. To group the selection with similar queries, select its category in the Category field. Query categories are code table entries that your organization defines in Administration. For information about code tables, refer to Create Code Tables.

  7. In the Site field, select the site at your organization to use the process and its selection. To not restrict the process to a specific site, select All sites.

  8. To use the selection in Query, select Show this selection in the Query Designer.

  9. Under Import file information, browse to the *.csv file that contains the records to include in the selection.

  10. In the ID column field, select the column in the import file that contains the record ID to use to identify records in the selection.

  11. For some record types, such as Constituent or Event, in the ID type field, 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.

    For other record types, the import uses the system record ID.

  12. Select Save and Import. The program runs the process to import the *.csv file and generate a selection based on the selected record IDs.

    The status page for the process appears so you can view the status of the process and whether it completes successfully. For information about the items on the status page, refer to Import Selection Process Status Page.