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Automation & Workflow: Using the Import Functionality to Append Data
Authored by: Megan Gill
on 5/29/2024 2:35:00 PM


Leveraging CharityEngine's data import tool, users can append or update data points in bulk to existing contacts, transactions or other database data elements. 


To get started navigate to:

Automation & Workflow > General > Import & Export > Create New: Import (classic)

Select your Import To: to identify which database table your data will be appended to. 

You will be directed to the Data Job Wizard - Import - Map. Select the CharityEngine ID  and all data points to be appended. (see "add Fields"
          In this example, we will use CharityEngine contact IDs to append a date of birth.

Once your fields have been identified, "download import template" and add the required data for appending. Complete your import (append) template is ready, save your file and select Next

Next, click on Select File
Select File Type and select Choose File to locate your import/append file.

Once the import file has been successfully uploaded, click NEXT to continue.

You will then be directed for details of your data job including updates to the name, start date/time, notifications or other setting. These are optional settings - once complete advance to the next step by clicking on NEXT.

You will then receive a confirmation page and you can click FINISH in order to initiate the append file. 

Click on View Job Status to monitor the job results. 
Once complete, the status will read Finished and within the RESULTS column you can verify any bad records and confirmation of updated records. 

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