Import Guide
- Step 1: Select Import File
- Step 2: Data Mapping
- Step 3: Value Mapping
- Step 4: Contact Matching
- Step 5: Default Values
- Step 6: Review Data
Locating the Import Tool
From your profile icon, select Tools from the dropdown.
In the Imports section of Tools, click Import Gifts/Contacts.
Steps to Import
Step 1: Select Import File.
Click 'Choose File', select the file you would like to Import and click ‘Open’.
Step 2: Data Mapping.
Use the dropdowns to assign each column in your file to a field in Eleo. It will automatically match some fields but be sure to confirm it is mapping to the correct one. If there are any fields you do not need to import, you can select ‘Ignore – Do Not Import’.
Step 3: Value Mapping.
If there are fields that do not match the values in Eleo, select the correct value from the dropdown. Then click 'Next'.
Step 4: Contact Matching.
Use the dropdowns to choose which fields from your file you would like to match on. This refers to which fields that the import will compare when determining whether each contact in your file already exists in your database and/or if they are duplicated within the file itself. Typically, you want to match on First and Last Name for contacts that are classified as 'Individual'. For any other contact type, it is also recommended to match on organization as well. When you are done selecting your matching options, click ‘Next’.
Step 5: Default Values.
Use the dropdowns to select Default Values for all of the contacts being imported (if you would like). Anything with a red asterisk is a required field and must have a default value. Then click ‘Next’.
Note: If you're uploading existing records, you'll still be asked to provide default values for any required fields. These defaults won't overwrite data already present in your existing records. Instead, they will only be used if a required field is empty—to ensure all required information is filled in.
Step 6: Review Data.
If there are no errors at this step, select Import.
Invalid data will be indicated by a red font and an error message. These will need to be fixed in order to import. Usually this will happen if the data in a particular field is too long or information is missing.
Here is an example of errors in Step 6 and how to fix them:
To view the files with errors, choose 'Error(s)' from the Validations dropdown. You have the option at this point to edit these files in the import tool or to stop, edit your spreadsheet and import again.
If you would like to fix the error(s) in the import tool, click the pencil icon.
You will be prompted to enter the correct information. In this case, the check number is missing. You will enter the check number here then click 'Save'.
When there are zero validation errors, click Import.
Click ‘OK’ when prompted.
When the import is finished it will display a summary of all contacts and/or gifts that were affected by the import.
Import is now complete!