Bulk Imports are used in specific situations where a large number of records need to be added to the database. For any of the imports supported (listed below), please familiarize yourself with the related procedure and template in the documentation library.
- Event Attendees [ PROCEDURE | TEMPLATE ]
- Used to import a record of event attendance for constituents who attended an existing event.
- Hard Credit Gifts [ PROCEDURE | TEMPLATE ]
- Used to import gifts that give hard credit to one record and additional credit to other 'unrelated' records.
- Interactions [ PROCEDURE | TEMPLATE ]
- Used to import a spreadsheet of fundraiser interactions.
Service Level
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- IT Team does not validate data manually entered into bulk imports
- IT Team will make a recommendation on whether they can provide a systematic/global update to records, or if the records must be updated manually.