Generate a header file for import

1. From Administration, select Import. The Import page appears.

2. Under Tasks, select Generate import header file. The Generate header file screen appears.

3. Select the batch template with the fields to include in the header file.

4. In the Header file field, browse to the location to save the header file.

5. Under Collection fields, the grid displays the collection fields included in the selected batch template. Collection fields can support multiple entries. In the Quantity column, enter the number of entries to import for each collection field. For example, to import three phone numbers for a constituent, enter 3 for the Phones collection field.

6. Select OK. At the location specified in the Header file field, the program automatically generates a *.csv file that contains a header row that displays the name for each field included in the batch template. A message appears to ask whether to open the header file.

7. To open the header file, select Yes. The file opens in a spreadsheet program such as Microsoft Excel. Enter import data into the file as necessary.

   If you select No, you return to the Import page.