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Article ID: KB117
Keyword Name: Import
Created: January 05, 2011
Viewed: 4295

Start Import

Importing Data From Access - Add/Update Voter

 

A PDF of importing instructions and screen shots is available by clicking the image below:

 






Importing information from a list is something that is more of an art form than a science. The basic information that you will need to get started importing data is located in this document.

For a fee Trail Blazer Campaign Services Inc will import your data for you, please call for prices. Support is available at 952-767-2651 or Toll Free 1-866-909-8700 during any part of the process.


Direction for Importing into Trail Blazer


Begin by logging on to Trail Blazer. Next, click on the Voters/(or Donors) icon on the left hand side of the page. Once you have opened up the voters page click on the FILE button at the top left corner of the page.

Once you have all the FILE options opened proceed by clicking on the IMPORT option. It will be the second available choice.

After clicking on IMPORT a box titled “Trail Blazer Import” will appear in the middle of your screen.

To import a file
Trail Blazer Import box
Importing has 3 Main Steps - File, Data Mapping, Address Assignment.

STEP 1 - FILE
1. “Import File Type” set most commonly to “From CSV (Comma Delimited Text)”.

1a.  If Import source is SQL you will need to add a database name.  See 3

2. “Type” set most commonly to "Add/Update Contact Records" (Voter/Donor/Contact)

2a. Depending on your import you will have to change the Type option.

3. "Source location" - Location of the File or Database.  For a File a button - [Data Source] will pull up the file open dialog to help you locate the file.  For a SQL database you will need to type in the location (defaults to 'local') \\domainname.com or 192.168.1.1 are both acceptable.

4. Source Group - A best practice for importing is to assign each import to a 'Source Group'

STEP 2 - Data Mapping

1. Check/Uncheck - During import, merge source data with existing records.

1a.  For lists under 10-20 thousand merging might be somthing you do on import, depending on timing and need for the list you are importing the merging once in Trail Blazer is more efficient.

2. Match Columns - The button [Match Columns] on the bottom center/right of the screen is the next step.  Make sure the file you are importing is closed (not in use by excel/access/word/notepad ext).  Once pressed system will attempt to map the header of the file to Trail Blazer fields.  See KB 62 http://trailblz.com/kb/?action=view&kb=62&cat=1 for mappings.  Also see KB 118 http://trailblz.com/kb/?action=view&kb=118&cat=13 for some Definitions and Explaination of Data types.

 

STEP 3

Address Assignment -

Setting the defaults for the address 1 and the address 2 (if loading an address 2).

Home/Work and other flags.  Commonly the defaults are what you should stick with.  Please call if you are not sure.

 

 

Party List / Federal Party Codes

  1. "AMERICAN INDEPENDENT CONSERVATIVE”
    Federal Party Code = "AIC”
  2. "AMERICAN INDEPENDENT PARTY”
    "E”
    Federal Party Code = "AIP”
  3. "AMERICAN PARTY”
    Federal Party Code = "AMP”
  4. "AMERICAN PEOPLE'S FREEDOM PARTY”
    Federal Party Code = "APF”
  5. "AMERICAN CHRISTIAN PARTY”
    Federal Party Code = "ACP”
  6. "CITIZENS' PARTY”
    Federal Party Code = "CIT”
  7. "COMMANDMENTS PARTY” Note (REMOVED)
    Federal Party Code = "CMD”
  8. "COMMONWEALTH PARTY OF THE U.S.”
    Federal Party Code = "CMP”
  9. "COMMUNIST PARTY” Note (OLD DOC WAS "M")
    Federal Party Code = "COM”
  10. "CONSERVATIVE PARTY”
    "C”
    Federal Party Code = "CRV”
  11. "CONSTITUTIONAL”
    Federal Party Code = "CST”
  12. "DEMOCRATIC/CONSERVATIVE”
    Federal Party Code = "D/C”
  13. "DEMOCRATIC PARTY”
    "DEMOCRATIC”
    "D”
    Federal Party Code = "DEM”
  14. "DEMOCRATIC-FARM-LABOR”
    Federal Party Code = "DFL”
  15. "FREEDOM LABOR PARTY”
    Federal Party Code = "FLP”
  16. "GREEN PARTY” Note (ADDED)
    "GREEN”
    "G”
    Federal Party Code = "GRE”
  17. "GEORGE WALLACE PARTY”
    Federal Party Code = "GWP”
  18. "HUMAN RIGHTS PARTY”
    Federal Party Code = "HRP”
  19. "INDEPENDENT AMERICAN PARTY” Note (ADDED)
    "INDEPENDENT AMERICAN”
    Federal Party Code = "IAP”
  20. "INDEPENDENT CONSERV. DEMOCRATIC”
    Federal Party Code = "ICD”
  21. "INDUSTRIAL GOVERNMENT PARTY”
    Federal Party Code = "IGD”
  22. "INDEPENDENT”
    "I”
    Federal Party Code = "IND”
  23. "U.S. LABOR PARTY”
    Federal Party Code = "LAB”
  24. "LIBERAL PARTY”
    "L”
    Federal Party Code = "LBL”
  25. "LABOR PARTY”
    Federal Party Code = "LBR”
  26. "LIBERTY UNION PARTY”
    Federal Party Code = "LBU”
  27. "LESS FEDERAL TAXES”
    Federal Party Code = "LFT”
  28. "LIBERTARIAN”
    // "L” Note: voter vault has L as liberal and T is Libertarian
    "T
    Federal Party Code = "LIB”
  29. "LA RAZA UNIDA”
    Federal Party Code = "LRU”
  30. "PROHIBITION PARTY”
    Federal Party Code = "NAP”
  31. "NATIONAL DEMOCRATIC PARTY”
    Federal Party Code = "NDP”
  32. "NATURAL LAW PARTY”
    "NATURAL LAW”
    "W”
    Federal Party Code = "NLP”
  33. "NONE”
    "N”
    "U”
    Federal Party Code = "NNE”
  34. "OTHER” Note (ADDED)
    "O”
    Federal Party Code = "OTH”
  35. "PEACE AND FREEDOM”
    "P”
    Federal Party Code = "PAF”
  36. "PEACE FREEDOM PARTY”
    Federal Party Code = "PFD”
  37. "PEOPLE OVER POLITICS”
    Federal Party Code = "POP”
  38. "PROTEST, PROGRESS, DIGNITY”
    Federal Party Code = "PPD”
  39. "PEOPLE'S PARTY”
    Federal Party Code = "PPY”
  40. "REFORM PARTY”
    "REFORM”
    "M” Note voter vault lists reform as M
    Federal Party Code = "REF”
  41. "REPUBLICAN PARTY”
    "REPUBLICAN”
    "R”
    Federal Party Code = "REP”
  42. "RIGHT TO LIFE”
    "F”
    Federal Party Code = "RTL”
  43. "RAZA UNIDA PARTY” Note (REMOVED / REDUNDANT WITH LRU)
    Federal Party Code = "RUP”
  44. "SOCIALIST LABOR PARTY”
    Federal Party Code = "SLP”
  45. "SOCIALIST PARTY U.S.A.”
    Federal Party Code = "SUS”
    "SOCIALIST WORKERS PARTY”
    "S”
    Federal Party Code = "SWP”
  46. "THEO-DEM”
    Federal Party Code = "THD”
  47. "TAXPAYERS WITHOUT REPRESENTATION” Note (REMOVED)
    Federal Party Code = "TWR”
    "TAXPAYERS” Note (OLD DOC WAS "TXT")
    "X”
    Federal Party Code = "TX “
  48. "UNKNOWN”
    Federal Party Code = "UNK”
  49. "U.S. PEOPLE'S PARTY”
    Federal Party Code = "USP”


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