1. Create the attributes using the steps in this KB: https://kb.blackbaud.com/articles/Article/98077
    • NOTE: If you want to create a new attribute group and you have the Code table system role, you can type it in the group box then click Tab the first time to create the code table entry. Every other Attribute from then on you can just select it from the dropdown.
  1. Add attributes to batch template using these steps:
    1. Go to Revenue > Batch Entry
    2. Click on Batch Templates on the left side of the screen under Configuration and select Constituent Update batch
    3. Click the Double Green arrows next to the template name and click Edit
    4. Click on the second tab, "Select Fields and Defaults"
    5. Expand the first yellow folder that says Constituent Attributes
    6. Find the desired attribute, click on it, and then click the blue right arrow to move it over. Do this for all of the attributes in your template.  
  1. Configure the Import process and file
    1. Go to Administration > Import
    2. Click Add
    3. Select the batch template of Constituent Update Batch
    4. Name your Import and select your file
    5. Click on Map Fields
    6. Map your fields to correspond what’s in your file
      1. For your attributes, click on the Attribute field, then click Map collection fieldUser-added image
      2. Select your attribute column header on their corresponding line like this:User-added image
    7. ​Click on the Set Options tab and configure any additional settings like Constituent matching or date formats                                                                                                                                                                             Note: If you run into issues with constituents who share the same last name and address importing as duplicates try increasing the match confidence of constituents that are matched automatically under the Constituent matching tab
    8. Click Save once you have all your fields and attributes mapped
  1. Run the import
    1. Highlight the import and click “Start Import
    2. Any exceptions will show on the Recent Status tab. You can fix the exceptions and run the import again. Note: the .csv file must be closed when you run the import
    3. Running the import creates a Batch. If you run the import multiple times you’ll have multiple batches so make sure you run the right one 
  1. Commit the Batch
    • Once the import is complete, view the batch and correct any mistakes/verify information is correct. Once the batch is committed it cannot be undone so keep in mind any information must be accurate. Since this is such a large file, I would recommend breaking it up into chunks for smoother processing and spot checking. End result looks like this on the record:
User-added image