Import a file for an import selection process

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

2. Under Imported selections, select the import selection process to use to import a file and select Import. The Import selection screen appears.

   Note: To import a file from the status page of an import selection process, select Start process under Tasks.

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

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

5. 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.

6. Select Start 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.