Imports 101


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Your organization probably has a lot of new offline donors after End of Year fundraising. Make sure you know how to get those donors added into Salsa from your other spreadsheets in this webinar.

This webinar will cover: 1) Spreadsheet formatting/templating, 2) Salsa settings for imports, 3) Some advanced import options - groups, tags, donations.

Published in: Self Improvement, Technology
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Imports 101

  1. 1. IMPORTS 101 Jake Patoski, Training & Learning Manager
  2. 2. Agenda • • • • Step 1: Formatting your spreadsheets Step 2: Importing into Salsa Reviewing your import Advanced import features: • • Donation imports Group and custom field imports
  3. 3. Step 1: File preparation #1 lesson: Tab-delimited text (TDT) files are the best for Salsa imports. Download a template – - containing the standard Salsa fields to make things easiest for uploading (we’ll see this in Stage 2). TDT files are like Excel files, which Excel can interpret, but without some of the fancy features of Excel. Salsa can’t interpret Excel, but can interpret comma-separated values (CSV) files and tab-delimited text (TDT) files. We strongly suggestion just using TDT files, since stray commas can compromise the data. Here’s our data file in .xls (Excel) format. Save it in TDT format by: Save As -> change format to “Tab Delimited Text” -> Save button.
  4. 4. Step 2: Field Matching & other options Supporter -> Import Supporters Choose your TDT file, no other changes, click Save + Continue. Since we used the data template, our fields properly match up: names in dropdown fields of the column Database Field match up correctly to those in the column Your first row of data. Add to a group here if you want! Or add a tag. (“Created” and “Imported” tags get created automatically for each import.) If you’re doing a standard import, then you don’t need to change any of the Advanced Options. Otherwise, read through the options here – Once we submit the import, records will either be Created, or Imported.
  5. 5. Reviewing your import • Imported supporters automatically get a “created#####” tag; updated supporters get an “updated#####” tag. • Use these for queries, tracking, or other organization. • Need to back it out? Be careful which records you delete! • Can you simply overwrite your botched import?
  6. 6. Advanced Imports: Donation records • The change is all in the spreadsheet. • Salsa still needs an email address to match up records to! • However, you will turn off deduplication to ensure multiple donation records can be included.
  7. 7. Advanced Imports: Custom fields and groups • Again, we’re just changing our spreadsheet columns around. • Custom fields • Understand the different custom field types. • Give the column heading the name of your custom field (new, or pre-existing), and ensure your entered data is correct for that field type. • Groups • Create a new column for each group name. • A “1” in the data field means they should be added to the group, a “0” means they do not belong in that group. • Create a column for “multiple groups” and comma-delimit group names to add many in one go.
  8. 8. THANK YOU! Contact Info ・ ・ ・