Import files are used by customers and implementation consultants to load data into Impact for different purposes. 

 

To ensure the imports get uploaded successfully, please review your files to ensure:

• column headers match the template exactly

• each file only contains 1 sheet

• no formulas, or formatting, or additional columns (if you have made a lot of edits, use a fresh template and copy the data into it.

Here are the types of Imports available and their purpose (click the link to view details):

1. Default Constituent: This is for any customer who does not use Raiser’s Edge. This needs to be added in order to build reports for active constituents, and should be used for adding complete mailing info for all constituents you want to send reports to.

2. Fund to Constituent Relationship: Used by all customers to associate your Balance funds (GLID) with the active constituents you want to send reports to. Note: You cannot do this file if you haven’t already uploaded your constituents.

3. Recipient Page Fund Recipients: Used for populating a table of recipients and shows name, major, hometown, and year of graduation in that specific order and with those specific header values in a specific reporting period.

4. Recipient Page Fund Bullets: Used for populating up to 5 statements you want to note about the recipients associated with a fund, or can be used as a standalone for information related to a fund for a specific reporting period.

5. Q&A Page Submission: Used for populating Questions and Answers (up to 5) for any fund recipients for a specific reporting period.

6. Thank You (horizontal) Page Submission: Used for populating a Thank You message (5 paragraphs) for any fund recipients for a specific reporting period.

7. Thank You (vertical) Page Submission: Used for populating a Thank You message (4 paragraphs) for any fund recipients for a specific reporting period.

8. Narrative + Quote Page Submission: Used for populating a Narrative message (4 paragraphs)  + highlighted quote for any fund recipients for a specific reporting period.

How to Use the Bulk Import Feature:

1. Log into Impact 

2. Select Import/Export from the left navigation pane.

3. On the Impact page that appears, select Create new import:

 

 

 A dropdown will appear:

 

1. Choose the file type you wish to upload: 

 

 

1. Click Continue. A new page will appear, with a link to download the blank file template:

 

1. Click the Download button (circled above). The blank template will download as an Excel file.

2. Fill out the template with the appropriate data, according to the column headers. DO NOT ALTER THE COLUMN HEADER NAMES. Also, do not add additional columns or additional sheets.

3. Once your file is filled out and saved (the name of the file can be whatever you wish), click the Browse button, select your file, and click Open.

4. Click the Upload button. If there are any issues with the upload, an error message will appear with details on how to fix the issue.

5. If there are no errors, review the changes on the screen and click the Approve Import button. Your import is now complete.