The Standard Constituent Import file must be a CSV file. That CSV file must contain at least one of these values:
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The PRIMARY_EMAIL column with the primary email address for the new constituent
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Or, the MEMBER_ID column
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Or, the CONS_ID column
If an existing record is to be updated, then one of the same three fields is required to match successfully with that record:
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Constituent ID (for which the column in the database is CONS_ID), a number that is generated by the system when a constituent registers. To find the CONS_ID for a constituent, click on Constituents under Constituent360. Enter the person's name and click the Find button. Mouse over the Edit icon in the table that displays. In the string that displays in the status bar at the bottom of the page, you will see the cons_id (near the end of the string). It will look like this: consID=1001022.
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Member ID (MEMBER_ID in the database). This is a unique identifier used for data synching, and in no way related to Constituent ID.
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Primary Email (for which the column in the database is PRIMARY_EMAIL), an email address consisting of up to 255 characters.
Note: You cannot use Primary Email if a constituent does not accept email.
The above fields are not typically updated; rather, they are required to find a record for which other fields, such as zip code or address, need to be updated.
The first line, or header, in the upload file must contain the names of the information fields being uploaded and those names must match exactly the names of the fields in the Luminate system. The system will reject files that do not contain this header. The order of the fields does not have to be in the same order as the Luminate contact record, and you need only specify the fields that you are using.
Luminate supplies a sample Standard Constituent Import file with valid fields that you can download and modify to create a file for your upload. You can create an original upload file in any application that produces a CSV file.