Part 1: Find individuals with an Unknown Gender: 
  1. Go to Analysis > Information Library 
  2. Click Add an ad-hoc query 
  3. Select the source view of Constituents and click OK 
  4. In the add a new query screen, from the middle column, drag "Is Individual" to Include Records Where. Set this to be equal to Yes.
  5. Next, from the middle column "Gender" to Include Records Where. Set this to be equal to Unknown. 
  6. The next step is to add information you'll need for your import to Results Fields to Display. From the middle column, drag the following fields to Results fields to Display: 
  • Lookup ID 
  • Last/Organization/Household Name (this is Last Name)
  • First Name
  • Gender
  • Title 
  1. Save your query and export the results to .CSV.
Part 2: Use Excel to insert Genders 
  1. Open your .CSV file in Excel and replace "Unknown" with the actual Gender in your .CSV file. Use fields like First Name and Title to help you sort the file and determine the correct gender.  Note: When you add new constituents to Altru, Altru automatically assigns a gender based on their first name, if the name has a known gender.  The list of first names and genders Altru assigns is attached to this Knowledgebase, in case you would like to use this list to more easily assign genders to your names for your import.
  2. You can also add "Titles" if the constituents are missing the correct titles.
  3. Once you have inserted all the genders, save your file as a .CSV in a location that you can access later.
Part 3: To begin your import, you will need to confirm that you have all of the needed fields in your batch 
  1. Go to Administration > Batch Entry > Batch Templates > Constituent Update batch
  2. Click the Double Green arrows next to the template name and click Edit
  3. Click on the second tab, Select Fields and Defaults 
  4. Ensure that Title and Gender are included in the selected fields. If not, drag these fields from Available Field Options. 
  5. Click save.
Part 4: Complete your import process with the following steps:
  1. Go to Administration > Import
  2. Click Add to add a new Import Process.
  3. When prompted to select a batch template, expand Constituent and choose Constituent Update batch
  4. Next, you will name your Import Process (for example: Gender Import) and add a description if desired. 
  5. Under Batch Owner, choose the username who will be responsible for committing the batch. 
  6. Click the button “Choose from local file” and browse to the .CSV we saved in Part 2.
  7. Click Next. 
  8. Under, Map fields, map the columns in your CSV file to fields in Altru. You should also match the Lookup ID in your CSV file to the "Constituent field" to ensure proper matching.
  9. When all fields are mapped, click Next.
  10. Under Set options, go to the Other Tab. Under Search List Fields, change to "Quick find."
  11. Click Save to save your import process.
  12. To run the import, highlight the import and click “Start Import”
  13. Running the import creates a Batch.
  14. Click "Go to Batch Entry" or click the hyperlinked number of the batch created from the import process. 
  15. Review the batch to ensure that everything was mapped and imported properly.  You can also click Validate to see any errors.If you see any mistakes, keep in mind you can run the import process again and create a new batch. 
  16. Once you have reviewed your batch, save and close your batch.
  17. Go to Administration > Batch Entry and click on Commit and check the commit process parameters.  Note: Once you commit the batch, the records will be added to the constituents and cannot be undone.
  18. Once the batch is successfully committed, you will see genders added to your constituent records.