The Data Sync Operations enable you to upload large quantities of data to the Constituent360 database, and download data to use with an offline database. Data must be in a comma-separated values (CSV) file for import. The system also exports, or downloads, data in a CSV file.
If you have operations listed on the My Data Sync Operations tab, those operations are customized for you, and those are the operations you should use.* The All Data Sync Operations tab contains a list of standard (non-customized) operations as follows:
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Standard Constituent Import -- Create new contact records or update existing ones in the Constituent360 database; can include Group IDs and Interest IDs
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Group Assignment Upload -- Add existing constituents in bulk to groups (except for the opt-in/opt-out Interest groups)
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Segmentation Upload -- Uupdate Interest information and opt-in/opt-out groups for existing constituents
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Constituent Data Download -- Export constituent records that were created or modified since the last time this download was executed
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Transaction Information Download -- Export transaction records that were processed since the last time this download was executed
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Custom Constituent Import -- Import new and existing bulk constituent records into Constituent360; includes one-time or scheduled recurring imports, data field mapping, and centers
As you work with any of these operations, you may also find the following topics useful:
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Resolving New Registrations - Learn how to resolve new registrations that potentially match existing records in either your online or offline database. Solutions involve marking such records as a match, marking them as not a match, or merging the records into an online master; resolving potential matches can avoid errors in your DataSync operations
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Maintaining Data Sync Cross-References -- Learn how to create and maintain cross-reference mapping between your offline database values and values; cross-references are used when both uploading or downloading many types of information
Contact Support for help with other operations that are available only to Luminate Online administrators, such as uploading participants and teams to TeamRaisers in bulk, and uploading events into the Calendar system.
Note: You must have the Import/Export Management role (View Import/Export Operations) and Data Synchronization role to view and work with Import/Export. You need the Import/Export Management role and Cross-Reference Management role to view and work with Cross-References.