Supporter Import Step 1: Format Your File

Finding the Import Tools

To find the import tool, first navigate to the Supporters section, and then click on the Manage Imports tab. This page will list your current and completed imports, and allow you to create a new import so you can add supporters to your list.

NOTE:  The format of your file needs to be a comma separated value (.csv).  We'll discuss how to create this further down the page.

Import into these fields

You can import into any of these Standard Fields:

  • Address, Line 1
  • Address, Line 2
  • Cell Phone
  • City
  • Date of Birth
  • Email Address
  • External ID
  • Facebook ID
  • First Name
  • Gender
  • Home Phone
  • Last Name
  • Middle Name
  • Preferred Language
  • State
  • Suffix
  • Timezone
  • Title
  • Twitter ID
  • Zip Code

You can also import into any Custom Fields you've already created.

 

Format Your File

  • Remove commas from all fields - Since you'll be importing a comma separated .csv file (see below), leaving commas in your data will tell Salsa to start a new supporter record.  That would be bad.
  • Remove line breaks from all fields - You can use the CLEAN function in Microsoft Excel to remove them.
  • Format date cells in the format MM/DD/YYYY or YYYY-MM-DD - Highlight any date values, right click, select Format, and then format your date cells as shown in this example:

 

The final step before importing:  Save as .csv file

Your Excel file must be saved as Comma Separated Value (.csv). The steps for converting your Excel file to these file types vary slightly depending on the type of computer you're using, or the application you're using on Mac or PC platforms.

IMPORTANT:  Never import an Excel (.xls) file type as that will cause your data to be corrupted, and will result in many errors. 

Since .csv is the more common method, here's how you convert an Excel file to a .csv file. First go to File/Save As in your Excel menu...

then click on "Format" and select Comma Separated Values (.csv) from the dropdown list.

Next Step:  Import Your File

 

Have more questions? Submit a request
Powered by Zendesk