1. Prepare the CSV file for import.   Please note: The Column headers must be unique. For example, you cannot use "Title" (for the Title field) and then use "Title" once more (for the Job Title field).
  2. Select Contacts > Database Management > Manage Contacts > Import Contact.
  3. In the Import Data window, click New Import Batch.
For Step 1: Upload the file, perform the following steps:
  1. Click Browse to search for, and select, the CSV file to import. 
  2. For Who is the data assigned to?, click Everyone in organization or Kintera Admin.
  3. Click Import Individual Contacts or Import Organizational Contacts to specify whether the CSV file contains contact information for individuals or organizations.           
  4. In the third group box, make a selection as follows:
    • Click Do not import duplicate records if you want Blackbaud Sphere to check the data you are importing against data already in the Blackbaud Sphere CRM database for duplicates.
    • Click Allow duplicates to be created if you want to import data, regardless if there are duplicates.
    • Click Allow update records using Kintera supporter id if you to import data and update duplicates that match the data in Blackbaud Sphere using the Supporter ID field
    • Click Allow update records using Kintera alternate id if you want to import data and update duplicates that match the data in Sphere using the Alternate ID field
  5. Click Next to proceed to Step 2 of the Import Wizard    
Step 2A: Set Default Values and 2B are optional.
  1. Configure Step 2A: Set Default Values if you want to set default values for fields.
    • Note: Scroll down to the bottom to add a Special Flag. A Special Flag is a unique identifier that you can create/use to easily identify your imported contacts. The Special Flag can contain numbers and letters.
    • This is an optional feature and not required.
  2. Click Next when done.
  3. Configure Step 2B: Select Segments and eNewsletters if you created segments and want to associate the contact records in the CSV file with the segment
  4. Click Next.
  5. Check the appropriate eNewsletter list if you want to automatically assign the contacts in the CSV file to a subscriber list. By default, the General Subscription eNewsletter subscription is included in the list.
For Step 3: Map the fields, perform the following steps. This is not an optional step. If you do not map fields, your import will fail.
  1. In Name of Batch, enter a name for the import batch.
    • This is the only information that is required in this wizard screen. All other entries are optional. However, the record labels in  your CSV file (for example, First Name, Last Name, and so on) must match the field  names expected by Blackbaud Sphere. The batch name is used for internal tracking.  
  2. Map the fields you will import. When you import individuals or organizations, there are specific minimum fields you must map
  3. Click Import Now to begin the import process.
    • The batch will be sent to the queue for processing, and the Import Data page will show the status of the batch. While the batch is being processed, the status will be Waiting to be Processed. When it is complete, the status will change to Complete. You may need to refresh your browser.
    • Note: If the batch is still in Waiting to be Processed status more than 24 hours, Chat with Support and reference this article.