Import Wizard Intro
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Import Wizard Intro
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Before You Start |
| Importer Capabilities | |
| Acceptable File Formats | |
| Defining Codes | |
| How to Handle Gifts | |
| Make a Backup (Data and File) | |
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Getting Started |
| Starting the Importer | |
| Select File Type and Name of Import File | |
| Identify Use for First Row of Data | |
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Review Data and Assign Rules |
| Field Title | |
| Number Empty/Distinct | |
| Field Format/Alternate Format/Reformat | |
| Is Organization When Option | |
| Records Skipped When Option | |
| Default Code Values | |
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Mapping Fields |
| How to Map a Field | |
| When to Use the Skip Check Box | |
| Skip Check Box Next to the Field Name | |
| Assigning Address Types | |
| Assigning Phone Types | |
| Mapping Notes | |
| Mapping Gift Information | |
| Managing Code Fields | |
| QUESTIONS | |