When importing interests for organizations the interest field is grayed out in the batch that is generated, and should not be because Altru allows interest to be imported on to organization records.
We are currently evaluating this issue and will update this article when we have more information.
Steps to Duplicate
1. Go to Administration > Batch > Batch Entry > Batch Templates 2. Click the left arrows next to Constituent Update Batch (if you are updating existing organizations in your database, if you are adding new organizations choose the constituent batch template) > Choose Edit 3. Select fields and defaults > On the left select Interest > move to the selected fields for the batch 4. To default import organizations > Select Constituent type and change the default value from individual to organization 5. Save the batch 6. Go to Administration > Import > Generate Import Header file > Choose either Constituent Update Batch or Constituent Batch (depending on if the organizations are already populated in your database) 7. Edit the quantity for Collection field interest to reflect the max number of Interests you may be importing for each organization 8. Click Ok > This will Generate a header file for your import 9. Populate your headerfile and save as a CSV
Create the Import process under Administration, then Import
To create a new import process click Add
Fill in a meaningful name (ex. Constituent Import Process)
Click the button “Choose from local file” and browse to the import file
Batch template – choose the one you used
Batch owner – Select your username
Map the fields. Click on auto-map and then map the collection fields manually if necessary.
Ex. To map phones select the phones line and then click on “Map Collection Field” button. Enter the number of phones then click on auto-map
On the OPTIONS tab select “Add new entries” under code table fields and select “Quick Find” under search list fields if you are adding a primary business relationship or spouse record
Click save when all fields are mapped
To run the import
Highlight the import and click “Start Import”
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
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
Click on Batch Entry and highlight your batch created from the import process
Open the batch and see that the interest field is grayed out