IMPORTANT: When importing to forms, do not use Form Field names that match your Custom Field names. Custom Fields with identical names to Form Fields will be updated with the same information as the Form Fields.
To Create a Sample File...
- Open the Advanced Import screen.
- Click the Select Form button located underneath the Vendor Name field.
- The Form Search window will appear. Search for the Form to which the constituent data will be added from the import.
- Once you have selected the form, the form name will appear to the right of the Select Form button. The Form Columns will appear in the Column Definitions, in pink, at the top of table on the Advanced Import Screen.
- Select the Create Sample File button to create a .csv file, with all of the correctly formatted headers recognized by Salsa CRM – including the corresponding Form headers.
- The Action Required window will appear. This window alerts you to the fact that spaces in your column headers can be replaced with underscores. If you do not need underscores, select the OK button. Typically the only time you would need underscores is if you were creating a sample file that would be used to integrate with a web form.
- You will then be prompted to select a location to which to save the .csv file. Select the Save button. You are returned to the Advanced Import screen in Salsa CRM. IMPORTANT TO NOTE: The Sample File you just created contains all of the Salsa CRM recognized column headers, based on your database and the selected Form, that are available for you to use when importing information.
- Prior to starting an import into Salsa CRM, you will need to populate this file with the information you wish to import into Salsa CRM. Be sure to match the information with the appropriate column headers. You may also copy and paste this row into an existing file. Remember, these headers are mapped to Salsa CRM so that they populate specific fields in your database. Make sure the headers line up appropriately with the information in your file. FORMS NOTE: When creating the file to import, make sure your Form fields are populated with information that corresponds with the definitions of the form fields. You can check that your data matches what is accepted by Salsa CRM by referring to the Column Definitions on the main Advanced Import screen. The Form fields are highlighted in pink.
- The Status column will display if the import has been successful, or list any of these other reasons: Unprocessed, Invalid or Missing Data, Missing Parent Record, Hon/Mem Resolution, Potential Duplicate, System Error, Donation Update, Ignore, Unknown City, Constituent Update, Duplicate Government ID, Pledge Pay No Template, Pledge Pay No Installments, Duplicate Data Sync Map. NOTE: Once a record has been marked with a Status of Success, you know that this record has been successfully imported into Salsa CRM. No other action is required.
- Use the Search Criteria at the top of the screen to narrow your results so that you can more quickly adjust the import information for processing into Salsa CRM. In the image below, the Success box is not checked thereby excluding the successfully imported records from the listing. This will allow you to edit information on any unsuccessful records more quickly.
- Double-click on a line to open the corresponding window, identify the issue and make the corrections. Once the changes are made, click the OK button and the Status will show as Success indicating that this record has been successfully imported into Salsa CRM.
- Once all of the import information has a status of Success, select the Process button in the lower right hand corner if you would like to view or adjust any information on the record. Salsa CRM will open the corresponding Constituent or Donation record. Be sure to select the Save button if you have made any changes to the record.