Find the Tools
To create your import, first navigate to the Supporters section, and then click on the Manage Imports tab. On this page, click the "+ Import Supporters List" button.
Name and describe your import
Under the Setup heading, you'll notice that your first step is to give your import a name. This is a required step. Optionally, you can describe the particular import for future reference.
Second, click the "Browse for File" button. If the button is grey (as shown in the above image), that means you've not yet given the import a name. Once you do, the button turns blue.
Carefully follow the Format Your File documentation. Once you've selected your file from your computer, you'll either see a blue bar telling you the import has been successfully added for field matching, or you'll receive an error message in red.
If you get an error message, go back to your file and correct any errors. If you need help, remember you can submit a support request via the "?" icon in the upper right-hand corner If you have a "Done!" message, you can select the "Next: Import Settings" button in the lower right-hand corner.
You'll notice that you can chose a different file if you picked the wrong one. The "Browse for File" button changes to a "Upload a different file" button, as shown above.
When matching supporter fields, start by select the row in your imported file on which "real" data actually begins. Usually, our imported file will have a header row and the "real" data begins on row 2.
The column contents and names from your spreadsheet are on the left and field names are on the right. Select the field names where your spreadsheet information should go.
Salsa can sometimes match your columns, but you can use the pulldown menus to match to the appropriate fields. You have both standard fields and custom fields to chose from. If you do not wish to import a particular column, simply select "Do not Import".
NOTE: If you'd like to import into custom fields, create the custom fields before your import and they will appear in the dropdown list of field names.
Once you're done matching your fields, you can select the "Next: Import Settings" button.
Decide what to do with duplicate records
- Decide how to identify duplicates: By default, Salsa will look at the email field to identify any duplicate records. When this field is selected, Salsa will cross-reference the values in the email column of your spreadsheet with the emails of existing supporters in your account. If you're importing a supporter with the same email as a supporter that already exists in your database, they will be identified as duplicates. We recommend email, but you may choose another value to identify duplicates for this import.
- Decide what to do when duplicates are found:
- Overwrite with new data - This is the default setting. The data in the spreadsheet will "win" if it conflicts with existing data in your database.
- Keep existing, but append if blank - The data in your database will "win" if it conflicts with new data in your spreadsheet
Add Imported Supporters to a Segment
- Add imported supporters to an existing segment
- Add imported supporters to a new segment
Start the Import!
You can import this document immediately, or schedule it for later, as seen here:
Click the "I'm Done" button in the lower left-hand corner, and the import will either begin immediately or be submitted to the queue to import at the selected time.
When your import is complete, you'll get a notification in the User Toolbar.