Gathering & Preparing Data For Your Import

Preparing your data correctly is essential for a smooth and successful bulk upload. This training will guide you through the process of using the bulk upload tool to efficiently add your data to the system.
In this session, we’ll cover:

Gathering data from external sources
Key considerations before uploading
Understanding the EveryAction import template
Best practices for preparing your data

Join us to learn how to streamline your data import process and ensure accuracy from the start!

Efficient Data Import with EveryAction Bulk Upload Training
This comprehensive training, Gathering & Preparing Data for Your Import, empowers nonprofit professionals to master the data import process in EveryAction using the power of the bulk upload tool. Participants will learn how to efficiently gather data from external sources—such as CSV, XLS, or XLSX files—and ensure it's accurately formatted for seamless uploading. The course emphasizes best practices like pre‑creating custom fields and activist codes, separating individual and organization contacts, and running a small test upload first to reduce errors and ensure database integrity.

Streamline CRM Data Import and Maintain Database Hygiene
Designed to boost accuracy and efficiency, this session covers key steps before importing: reviewing your spreadsheet, ensuring file size and naming conventions (e.g., avoiding parentheses) comply with EveryAction requirements, and mapping fields using the official EveryAction import template. With these steps, your organization can confidently import supporter and contribution records, apply data hygiene best practices, and minimize duplicates or upload failures. Attendees leave equipped to confidently perform data import and bulk upload in EveryAction, saving time and maintaining a clean, organized CRM.

Gathering & Preparing Data for Your Import in EveryAction Presentation Slides

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