Make sure that the Import File Type is set to ‘From CSV (Comma Delimited Text)’ and that ‘Add/Update Contact Records’ is select from the Type drop-down.
Click [Browse], select the .csv file you saved in the previous steps, and click [Open]. In my example it was located in my Temp folder.
Click the [+ New] button to create a Source Attribute.
Create a distinguishable source attribute name and click [OK]. Some common ways to name this is to include the date, the data source, and your initials. If the import requires multiple passes you may want to categorize each ‘pass’ accordingly.
Once all the steps are complete for the 1st part of importing click [OK] to move onto the 2nd part which included Column Mapping and the Pre-Import Check.
This will open up screen 2 of 3, check the box in the upper-left to ‘Merge’ *IF you want to merge any new contacts with pre-existing contacts in your database (if it’s an exact match), then click the [Match Columns] button.
Note: For a merge to occur the record must match by Unique ID, Name + Email, or Name + Full Address. You can also search for possible duplicates after the import and merge them together within your database.
You’ll likely get a pop-up message warning you that if you are Wi-Fi that you verify you have a steady internet connection, if the internet gets interrupted it will cause the import to fail. Click [OK] to proceed, and optionally check the box if you don’t want to get this pop-up message again.
If you are running an import with many columns you can drag the top and bottom of the screen up and down to make it easier to view. My example is below.
Map your spreadsheet columns (the ones on the left) to the Trail Blazer columns (the ones on the right). If you previously mapped them without spaces in your spreadsheet they should automatically map, otherwise you’ll need to select the appropriate field from the drop-down. This article provides a guideline for most of the fields in the database and what the column title needs to be to auto-map.
Img 1 of 2 – Column Mapping for Contact Data for Importing
Img 2 of 2 – Column Mapping for Contact Data for Importing
Once you finish the column mapping click the [Pre-Import Check] button which will scan your .csv file to check for any issues that will cause the import to fail (errors) and any other data you may want to cleanup prior to importing (warnings).
Once your file is free of any errors, click [OK] to proceed.
Click [OK] again on the column mapping screen.
*If you are importing an address(s) you’ll get another screen for the address mapping i.e. Mailing, Work, Home, etc. Check the corresponding boxes for the type of address(s) you’re bringing in and click [OK]. In my example I brought in a single address that I mapped to Home/Default Display/Mailing, you can always adjust these check boxes once the data is in if necessary.
The import will commence, you’ll get a status screen that displays how many records have been created, updates, as well as any errors that are taking place. If you are getting errors that weren’t caught during the pre-import check you’ll want to pause and cancel the import to fix the original data set. My example is below.
Once the import is complete you’ll get a screen that displays the results, click [OK] to finish. My example is below where 11 records were imported with 7 new records created and 4 updates to existing records.
To view the list of data you imported open a new Contacts (Voters/Donors) list, navigate to the Attributes tab, the Source folder, check the box for the new source attribute you created during the import and click [Search]. In my example it produced 11 contact records that were either created or updated.
If the import was a success you’re finished. If it went awry you can roll-it-back with the rollback utility.
It’s also a good idea to close down your database and relaunch it before starting on any other work. If you imported emails you’ll need to send in a request to our support address (firstname.lastname@example.org) requesting that those get enabled and provide the source of where the list came from.
Take a look at the related resources below for a plethora of other information on prepping and running imports.
Article: Import Templates
Article: Field/Column Mapping When Importing Voter/Donor Data
Article: Pre-Import Check
Article: Importing Contributions
Article: Start Import – Importing Data From Access – Add/Update Voter
Article: Rollback – Undo Function
Article: Import Information – Definitions and Column Data Type
Article: Log Notes vs User Fields vs Attributes
Article: Exporting from QuickBooks and Importing Contribution Records into Trail Blazer
Article: How to Configure your RDP (Remote Desktop) Settings on a PC to Allow Access to your Clipboard, and Disk Drives
Article: Importing Pledges – Best Practices
Article: Importing District Information – from Non Registered Voters
Article: Export Outlook Contacts
Video: Importing 102 Importing your first list
Video: Importing 101 What to avoid
Video: Importing 102 Merge or Do Not Merge during import
Video: Attributes – Import with Date and Value
Video: Excel- Leading0s – Retaining When Opening CSV Files In Excel
Video: Importing Contributions
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