CRM Import Fields

Data that is imported into CRM is organized into two separate Excel files that contain standard fields used for this purpose. 

• Profiles
  • The file for your profiles import will include all individuals, households, and organizations.
• Notes

Import Data provides detailed instructions for importing data into the system.

File 1: Profiles

The fields listed below are required for your profiles import. 

• First and Last Name, or Organization/Household Name
  • Only enter First and Last Name, or Organization/Household Name.
• Profile Type - Individual, Organization, or Household

The fields listed below are optional for your CRM import.

• Emails - There can be three emails associated with a profile.
  • Create separate columns for additional email addresses.
    
    
• Email Type
  • Options: home, work, other, or blank.
• Phone Numbers - There can be three phone numbers associated with a profile.
  • Create separate columns for additional phone numbers.
    
    
• Phone Number Type
  • Options: home, work, mobile, other, or blank.
• Address Line 1 and Address Line 2 - There can be three addresses associated with a profile.
  • Create separate columns for each of the additional addresses.
    • You may need to zoom in your page to see the image below more clearly.
      
      
• Address Type
  • Options: home, mailing, work, other, or blank. 
• City
• State - You can format this as the state's actual name or two character name.
  • Upon importing your data, it will automatically label the state as two characters if it is not listed that way already.
  • Example: Montana or MT.
• Postal Code
• Country
• Prefix
• Middle Name
• Suffix
• Do Not Solicit - True/False
• 1099 Vendor - True/False
• TID (Tax ID)
• Job Title - Only available for individual fields.
• Company Name - Only available for individual fields.
• Social Security Number - Only available for individual profiles. All nine digits of the SSN can be viewed with admin permission only.
• Anonymous - True/False
• Website - Available for all profiles.
• Created Date - The creation date for the profile. If not filled in, the created date will default to the date of the import. 
• Designations - Designations can be set to specify additional properties for a profile.
  • Designations include donor, volunteer, vendor, member, participant, attendee, funder, and prospect.
• External ID - The ID number assigned to a profile from a previous system.
• Lists - A profile can be associated with multiple lists.
  • If a profile is a member of multiple lists, the lists will be separated by a semi-colon within the Lists column.
• Custom Fields

The fields listed below are available for import for profiles that are funders. 

• Funder Description 
• Funder Area of Interest 
• Funder Website
• Minimum Amount
• Maximum Amount
• Funder Type
• Funder Custom Link

File 2: Notes

The fields listed below are required for your notes import.

• Note Label - If there is no note label, the first 25 characters of the note details will create the note label.
• Note Detail

The fields listed below are optional for your CRM import.

• Note Created Date
• Profile External ID - This is required if the note needs to be directly linked to an existing profile.
• Profile ID - This is required if the note needs to be directly linked to an existing profile.
  
  
• Opportunity

If you are having difficulties importing data or need additional help, reach out to Support.