The EDH importer takes the Supporter Report and/or the Donation Report from EDH and imports the data into Vega.
You can access the Every Day Hero Importer through the Admin section:
Step 1: Upload your files
The first step is to upload the files you have downloaded from EDH.
- When the EDH importer initially loads an import description is auto created, this can but over written by the user.
- To upload the Supporter Report, click on or drag the file on to the box that says Click here or drag the Supporter Report to upload. This is Optional.
- To upload the Donation Report, click on or drag the file on to the box that says Click here or drag the Donation Report to upload. This is Optional.
- If you wish to create a list for searching later then click the Yes check box under 'Do you wish to create a list' and name your list in the text box provided.
- Click Upload Files when you are ready.
Note: You must provide either a Supporter Report or a Donation Report or both. Accepted file types are: .csv, .xls and .xlsx.
Note: The files must contain the following columns.
Supporter Report: Campaign Name, Campaign UUID, Supporter Page UUID, Supporter Page Name, Supporter Page URL, Supporter Page Target, Supporter Page Creation Date, Team UUID, Team Name, Team Page URL, Team Position, Team Creation Date or Team Created, Supporter UUID, Supporter First Name, Supporter Last Name, Supporter Birthday, Supporter Email, Supporter Phone Number or Supporter Phone, Supporter Address 1, Supporter Address 2, Supporter City, Supporter Postal Code, Supporter Region or Supporter State, Supporter Country, Supporter Page Status
Donation Report: Donation Date, Receipt Number, Donation UUID, Donor Salutation, Donor First Name, Donor Last Name, Donor Organisation, Donor Email, Donor Phone or Donor Phone Number, Donor Address 1, Donor Address 2, Donor City, Donor Region or Donor State, Donor Postal Code, Donor Country, Donor Opt-in, Net Donation Amount, Recurring Gift, Campaign UUID, Campaign Name, Supporter UUID, Supporter Page UUID, Supporter First Name, Supporter Last Name, Supporter Email, Supporter Phone or Supporter Phone Number, Supporter Address 1, Supporter Address 2, Supporter City, Supporter Region or Supporter State, Supporter Postal Code, Supporter Country, Supporter Birthday, Supporter Page URL, Team Name, Team Position, Team Created or Team Creation Date
If any of these columns are missing you will receive an error after clicking upload.
When you have clicked Upload Files the importer will begin to analyse the provided files.
Step 2: Check your data
When the importer has finished analysing the data you will be presented with the data broken down by Fundraisers, Teams, Donors and Donations.
The Fundraisers data set:
The Teams data set:
The Donors data set:
The Donations data set:
Once you are happy with your data click the Import button.
If you're unhappy then click the Back to Upload button, fix your data and start the process again.
Step 3: Import Report
Once the import has finished processing you will be presented with the Import Report, detailing the data inserted/updated.
Step 4: View your imported contacts
Once you have completed your import you can view you data by accessing the All Contacts with Attribute (All) or (OK to Contact) and selecting the import attributes that are created by the importer.
The importer creates four attributes when importing, one for Donations, Fundraisers, Teams and a General import attribute.
Note: Further EDH specific reports are under development.