Import Profiles

Do you have profiles data in another system? Have you acquired some regional data? Perhaps someone hosted a community event and provided you a list of attendees that are not in CommunitySuite. Use CommunitySuite's functionality to import profiles.

1. Navigate to the Profiles page.
   
   
2. Click Import in the left-side menu.
   
   
   
3. Click Download Template.
   
   • The template will download as a .csv file and will (most likely) save to your computer's Downloads folder.
     
     
4. Open the template, enter the profile information for each profile you want to import, and then save the template to your computer.
   • A row must have at least a first_name and last_name, an org_name, or a household_name. All other fields are optional.
   • You do not need to have all fields in a file.
   • A row can only have one of first_name/last_name, org_name, household_name.
   • Upload will not check for duplicated in the import file or in existing database entries.
   • Member_of_household field only applies to individual profiles (first_name/last_name), and will link the profile to that household profile if the name matches exactly and exists in this file or is already in the database. If it does not exist, the system will create a new profile for this household.
   • Work_name field only applies to individual profiles (first_name/last_name) and will set the Work Organization field on the profile.
   • Work_title field only applies to individual profiles and will set the Work Title field on the profile.
   • Phone numbers must be 10 digits. They can include any separators, but must contain exactly 10 digits.
   • If only one phone number is given for a record it will be marked as the primary phone.
   • If more than one phone number is given, only the main_phone entry will be marked as primary if it is defined, otherwise no phone numbers will be marked as primary.
   • Leading and trailing spaces in all entries will be removed. i.e. (" Chris " becomes "Chris")
   • If you specify an org_role you have to provide an org_role_org_name as well
   • If profile_type or org_role does not already exist, it will be created
   • If an org_role_org_name organization profile does not exist, a new organization profile will be created
   • If multiple organization profiles matching the org_role_org_name exist, the oldest one in the system will be used.
   • If you include custom fields, multi-select values should be semicolon (;) separated text. Nested list values should be semicolon (;) separated as well.
     
     
5. Click Choose File in the Upload Profiles box.
   
   
6. Navigate to the .csv file that you saved in step 4. Select the file and then click Open.
7. Click Process.
   
   
   
8. You will be redirected to the Profiles page where you can search for profiles or click List in the left-side menu to select a Profile from the list.