For information on how to create an attribute category please view our user guides

Updating the Import Batch Template: 
  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
    • Note: If you need to import more than one constituent attribute, we will select all attributes at this time.
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  1. Click save
Configuring the Import File
  1. Go to Administration > Import
  2. Click on Generate import header file under Tasks (on left hand side)
  3. Select the template of Constituent Update Batch
  4. See the Attribute listed as a Collection Field. If it's not listed, ensure it saved from Steps 1-5
  5. Click Ok
  6. Fill out the header file with the required information. 
    • For new attribute imports the only required information is the Constituent Lookup ID, Last name, and the "Attribute category." The Attribute category field will have the name of your attribute listed only. (Note: This is NOT the ID or ATTRIBUTEID column. These columns are left blank)
  7. Depending on the data type of the attribute the Value in the Attribute category column will differ: 
    • Text: Enter a free flow text. Example: Attribute: Shirt Size Value: Large
    • Yes/No: Enter either one of those values for the attribute. Example: Attribute: Allergic to peanuts? Value: YES
    • Code Table: Must be a value from the code table associated with that attribute. This means it has limited options.
    • Currency: Must be a dollar amount value. Example: Attribute: Major Giving Capacity Value: $5,000
    • Number: This will be a number value Example: Attribute: Number of Children Value: 3
    • Memo: This is also a free flow text. Can be longer than one or two words. Example: Attribute: Memo Value: Always gives around Christmas
  8. Once the file is filled out be sure to save it as a .csv format
Importing the CSV file
  1. Return Administration > Import
  2. Create the Import process under Administration, then Import
    1.   To create a new import process click Add > Expand Constituent > Choose Constituent Update batch
      1. Fill in a meaningful name (ex. Constituent Import Process)
      2. Click the button “Choose from local file” and browse to the import file
      3. Batch template – Constituent Update batch
      4. Batch owner – Select your username
      5. Map the fields. Click on auto-map and then map the collection fields manually if necessary.
      6. To map your attribute select the attribute line and then click on “Map Collection Field” button. Click on the name of your attribute again and select the attribute category value in the drop down from your Excel worksheet. (Note: You do not need to map the ID or AttributeID fields)
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  1.   Click save when all fields are mapped
To 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 that 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

Commit the Batch (i.e. import the records into Altru) Note: This will formally attach the attribute to all constituents in the batch. 
  1. Click on Batch Entry and highlight your batch created from the import process
  2. Click on Commit and check the commit process parameters (check the box to “Create a selection” and give it a name)
  3. Check the batch results
  4. Do a constituent search in Altru to verify that your constituents imported  with the attributes.