The Quick Import tool allows various contact and contribution information to be imported into ISP in bulk.
When you choose the specific format from the dropdown menu, you will notice the info on the right side of the page changes based on each format. At the bottom of the section is a .csv template to save time creating your own .csv file. Click the link to download the template. You can then copy and paste your data into that template for import. If you save the template somewhere on your computer, you won’t have to download it each time. Simply copy and paste data each time into the saved template.
It’s important to ensure the data matches the correct column format in the file so it maps the data correctly in your account. There are four formats we accept as import formats for Quick Imports:
- comma-separated values (CSV)
- tab-separated values (TSV)
- Microsoft Excel; 2003 format (XLS)
- Microsoft Excel; current format (XLSX)
If multiple rows on the import contain the same information for a new singular entity, it will all be imported into one record.
If you are creating your own spreadsheet based on the format, it’s necessary the import file has the correct extension. Also, be sure all data is on a single page or tab in the spreadsheet.
Several specialized formats are also not enabled by default. Contact Support if you are looking to use a specific template that is not showing in the Format drop-down menu.
How do I avoid importing duplicate records when using Quick Imports?
Built in to the Quick Import process is a scan for duplicate records. The import and duplicate scanning scripts will only combine duplicates they are absolutely sure about. Any less-obvious duplicates will still need to be combined by you or another user in your account.
Should the Quick Imports process produce any duplicates and fail to remove them as part of the process, the ai@ISP artificial intelligence assistant can take care of eliminating them for you. To turn on ai@ISP assisted combine duplicate for your account, navigate to Tools , then ai@ISP, and turn on the slider to enable Auto-Combine Duplicates.
Should the Quick Imports process produce any duplicates and fail to remove them as part of the process, the ai@ISP artificial intelligence assistant can take care of eliminating them for you. To turn on ai@ISP assisted combine duplicate for your account, navigate to Tools , then ai@ISP, and turn on the slider to enable Auto-Combine Duplicates.
Can I undo an import?
Making mistakes happens. If you need to undo an import, click the Undo Recent Import button at the bottom of the Quick Imports screen. In the window that appears, you’ll see all recent imports with an option to Delete.
