How to import new records into ResearchPoint and then screen them through WealthPoint

Within ResearchPoint you may submit either a batch of records or individual records to WealthPoint. If you have a file of records not currently in ResearchPoint, three steps will need to be followed to import the records then submit through ResearchPoint:

  1. Import new constituent records
  2. Create a new Research List
  3. Submit Research List through WealthPoint

I. Format Import File

  1. Create a CSV file using the Import Template. "Review Attachment Below"
    • Be Sure to Retain the headers in the file, this will make the import process run more smooth.
    • Required fields are bold, anything in red is the suggested value or format for that field. 
    • The template is color coded. If you want to import  information in a 'Blue' column, all 'Blue' columns need to be present, vice versa, if there is an empty fields in a blue column, all blue fields in that row must be empty. 
    • State's must be abbreviated.
    • Gender must be spelled out
    • Save as a CSV file
II. Create/Edit Batch Template
  1.  Log into ResearchPoint
  2. Use the link below to Create a New Constituent Update Batch Template, or you can edit the existing constituent update batch template. If you have imported previously using a constituent update batch, you can skip to section III and use your previous import process, please note you it is Recommended to ALWAYS use a Constituent Update Batch. 
III. Import Records Into Batch
  1. Select Administration, Import, Add ( If you have an existing Import Process Already, click the drop down next tot he process and click edit, Set the import source to local file, and then browse to your CSV file)
  2. Expand Constituent and double click on the batch you created or Constituent Update Batch
  3. On the Configure Import File Tab:
    • Name import process (required) 
    • Import Source: Leave as local File
    • File: Click the green arrow to browse to a file, select the CSV file from your workstation
  4. On the Map Fields Tab:
    • Select Auto Map (populates any fields which match column headers)
      User-added image
    • Map any remaining fields you wish to import into the batch 
      • Select the drop down to the right of the fields you need to map. A list of the headers in your import file will appear in the drop down. Select the header that corresponds to the ResearchPoint field. 
      • For addresses/phones, or any other field that says 'Collection Field':
        • Select the field to map under 'import file column'.
        • To the right of 'Auto Map' select Map Collection Fields.
        • Select auto map in the upper right hand corner to map these fields.
    • User-added image
  5. On the Set Options Tab: Check Validate new batches but do not commit any records
  6. On Constituent Matching Tab: Select the box "Check for records that match existing constituents"
  7. Select Save  
  8. Select the name of the import from the Import Process Screen
  9. Click Start Import under Tasks (on the left)
  10. Confirm Number of records processed match Records successfully processed

If they do not match, view the exceptions and make the needed changes
How to handle exceptions when importing into ResearchPoint

IV. Commit the Batch
Once you have resolved all errors: 
  1. Select Administration , Batch Entry
  2. Click the drop down next to the batch you validated (your batch will be listed at the bottom of the unconfirmed tab)
  3. Select Commit
  4. Uncheck validate batch before committing
  5. Uncheck check for duplicate constituents
  6. Check create exception batch
  7. Check create output selection
  8. Name the selection, this will be the name of your research list
  9. Click start 
    • No errors with validation, the records will be created in ResearchPoint
    • Exceptions, double click on the exception batch to view the problem records and resolve those issues. Then commit the exception batch using the same steps as above. 

V. Create Research List 

  1. Select the word Prospects
  2. Select Add
  3. Click the magnifying glass icon next to selection, search for the selection created on step 7 in part IV. 
  4. Choose the Selection name
  5. Name the Research List, it can be the same as the selection
  6. Check the Box for allow this list to be refreshed
  7. Save
If you committed an exception batch and saved as a selection, you can add that selection to this Research List. 
  • Select Edit on the research list, follow steps 3 through 7 and when prompted, choose to add records to existing list. 

VI. Screen List through WealthPoint
For more on submitting records to WealthPoint, see How to submit a record(s) for WealthPoint updates
  1. When the list populates, select Screen List in the upper right hand corner



Import Template.xlsx

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