Advanced Import enables you to import data from other applications. This import feature allows you to import donations, pledges, notes, custom fields and form information into both new and existing constituent records.
If you are able to download data from your other applications straight into a .csv file, or into an Excel spreadsheet which can then be converted to a .csv file, you are able to use the Advanced Import easily.
Advanced Import Permissions
Prior to using the Advanced Import module, you must first assign the Data-Related Permission to the appropriate user(s). Without this permission assigned, a user will not be able to access the Advanced Import Module.
- From the toolbar, select Manage and then Roles.
- On the Roles panel on the left-hand side of the screen, highlight the Role to which you would like to add the Advanced Import Data-Related Permissions.
TIP: You will want to add the Advanced Import Data-Related Permissions to the role that has already been assigned to the user who will be working with Advanced Import.
- On the Data-Related Permissions panel, located on the lower half of the Roles screen, select the appropriate Add, Edit, View and Delete permissions located next to the Advanced Import option.
- Make sure to Save any changes.
- Any Role changes require the user to log out and then log back into Salsa CRM.
Data File Best Practices
When producing the data file in CSV file format for Advanced Import into Salsa CRM, it's helpful to know these items when formatting your data:
- Salsa CRM recycles some fields. The Last Name of Individuals and the full Organization Name for Organizations are stored in the same field in the database: Last or Org Name. Check Numbers, Other Payment Type Descriptions, and Credit Card Authentication Codes are stored in the same field. It's very efficient.
- In technical terms, we only support the ASCII subset of the UTF-8 encoding scheme. There should be no special characters or foreign letters in your data file, such as (but not limited to) $%^&*¢£¥€∫½÷©®§ÁËÎÕÑÜ...
- No leading, trailing, or excessive spaces in your field values.
- If you are importing a mix of individuals and organizations, the column Constituent Type with values "I" for Individuals and (letter) "O" for Organizations will be required.
- Individual records must have a First Name and Last Name; no exceptions.
- Organization Records must have a Last or Org Name and the "O" Constituent Type. No exceptions.
- Different Payment Types require different fields. Check payments, for example, must also upload the check number and the check date. Cash payments require no other data and are the default. So if you don't upload a required field along with your non-Cash payment type, it will convert to Cash.
- Check Number
- Check Date
- Credit card
- Card Type (VISA, AMEX, etc)
- Last 4 digits of the account number
- Expiration Date (MMYYYY or MMYY)
- Authorization Code
- Other Payment Description (Recommended if Payment Type is "Other". Default: N/A)
- Gift in Kind
- Gift in Kind Description
- Payroll Deduction
- Payroll Identifier (Optional if Payment Type is "Payroll Deduction")
- Do not include Import ID unless you want to use the Import ID for the new Constituent Number of the Constituent record.
- Vendor Name and Import ID go hand-in-hand to identify the unique nature of the record you are importing. Vendor Name should be the name of the organization that is supplying the data that you are importing.
- If address records in the data file are from different countries, a Country column will be necessary, with the ISO-3166-2 country code abbreviation instead of the full country name. England is GB; not UK.
- Addresses need to be complete, with Address Line 1, City, State, and Postal Code. All must be present; none may be missing or it won't be imported. A partial address is not valuable data.
- Postal codes will need to be commensurate with the country the address is in. For instance, US postal codes are five digits long. Do not include the ZIP+4 in the Postal Code field. It belongs in the Postal Code Suffix field.
- Canadian postal codes are not ZIP codes; that's a trademark of the United States Postal Service. They are 7 characters in the format A1A 1A1: alternating letters and numbers with a space in the middle.
- Some countries don't have postal codes: Hong Kong and Ireland, for example. N/A is appropriate in those addresses.
- All addresses need a state or province. In general, we try to follow the ISO-3166-2 codes for the province or state codes, i.e., OXF for Oxfordshire, Great Britain, or 401-Bundibugyo for Uganda. In most instances, N/A works.