How to import pledges into Altru

You may have a spreadsheet of pledge data you need to enter into Altru. If you have many records, you may choose to import these records instead of enter them through batch or manually. 
Part 1: Prepare your file:
  1. Populate the template below with information about your pledge records. 
  2. Save the file as a .csv file.
Part 2: Create the Import process under Administration, then Import:
  1. To create a new import process click Add
  2. Fill in a meaningful name (ex. Pledge Import Process)
  3. Batch template – choose Enhanced Revenue Batch
  4. Batch owner – Select your username or the username of the user that will be responsible for committing the batch.
  5. Under Import Source, choose "Local file” in the drop down. 
  6. Under File, browse to the import file you created in Part 1. 
  7. Map the fields. Click on auto-map and then map the collection fields manually if necessary.
  8. On the OPTIONS tab select “Quick Find” under search list fields 
  9. Click save
  10. To run the import, highlight the import and click “Start Import”
  11. Any exceptions will show on the Recent Status tab. You can fix the exceptions and run the import again. IMPORTANT NOTE: 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
Part 3: Commit the records to the database:
  1. Go to Batch Entry and find the batch created in Part 2. 
  2. Click Edit to review the batch and ensure that all of the records are correct and have all of the information needed.
  3. Commit the batch (i.e. import the records into Altru) *NOTE THAT THIS WILL ADD ALL THE RECORDS INTO YOUR DATABASE AND CANNOT BE REVERSED. PLEASE ENSURE ALL DATA IS CORRECT IN THE BATCH BEFORE COMMITTING*
  4. Click on Batch Entry and highlight your batch created from the import process
  5. Click on Commit and check the commit process parameters (check the box to “Create a selection” and give it a name)
  6. Your pledges are now successfully committed into the Altru database. 
  Pledge Import Template.xlsx

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