In Vega you can import data for various purposes; contacts, payments or attributes for example.
This is a powerful tool and great functionality but certain processes need to be followed for this to be successful. Each template has set mandatory fields and a required format of data.
Below is a list of all available imports and a snapshot of the requirements with a link to the full detail for each template.
|Template Name||Import Type||Required fields|
|Import Template Contacts||Excel - People||Join Date, Active Flag, OK to Contact|
|Import Template Addresses||Excel - Addresses||
Address Type, Prefered
|Import Template Attributes||Excel - Attributes
Attribute Type, Attribute
|Import Template Lists||Excel - Lists||
|Import Template Notes||Excel - Notes||
Note Date, Note Type, Actual Note
|Import Template Payments||Excel - Payments||
Batch code, Amount, Campaign, Category, Payment Type, Payment Date
|Import Template Recurring||Excel - Recurring Payments||
Pay Type, Donation Amount, Donation AMT, Campaign, Distribution, Frequency, Start Date
|Import Template Relationships||Excel - Relationships||
|Import Template Telecoms||Excel - Telecoms||
Active Flag, Telecom Type, Telecom Value
To import data, go to Admin > Data Import:
You can download the various import templates from here if you have not completed this already. See the articles on the required fields and format for each type of import.
Once your template is finalised and you are ready to import the data, select the required import type and give it a name.
Click Get started to open the upload file screen. Browse for your file and click 'Upload File'. Please note this may take a few minutes to upload, only click the button once.
When the file is uploaded you will see a snapshot of the data, up to 100 rows depending on the size of your file. This is only a preview and the whole file will be imported. If you are satisfied that this data looks correct click 'Import Data'
The data import may take a few minutes, please be patient and only click the button once.
Click Report summary to see the number of import changes that have been made.
Every data import is assigned an attribute under the type Data Import, the attribute name will be the name of your import. Using the Vega preset query "All Contacts By Attribute (All)" is an easy way to find all contacts from your recent import and confirm all have been imported as expected.