Import Data

During the free trial, you can import your data into eTapestry to better explore the functionality. We recommend you upload a .csv file to create account records using an Account Information import. This import type allows you to map account data from your import file to eTapestry fields. The following examples are default fields that appear when you create an Account Information import.

• Account Name

• First Name

• Last name

• Persona Type

• Suffix

• Sort Name

• Title

You can add additional fields from your import file to an Account Information import. The following examples are fields you may want to additionally include based on the data in your import file.

• Address information (based on your organization's country)

• Date of Birth

• Email

• Phone

To import your own data, click Home, Go to Home. On the Trial Account Details tile, click Import Data. On the Welcome to eTapestry screen, select Import accounts from your .csv file and click Next. The Import Categories page appears for you to create an import. For more information about import, refer to the Account Information Import Tutorial and to General Import Setup. If you have additional data to import into eTapestry, please contact your Account Manager or send an email to eTapClientAccountExecs@blackbaud.com.