How to: import volunteers
You can use the import function to bulk-upload volunteer data from a CSV file. Once the data is uploaded, our data mapping model will prompt you to confirm that the correct data is being directed to the correct fields.
- Navigate to My Volunteers
- Select the Import button
- When the import modal appears, choose your CSV file (or download a sample file to help), then select the upload button
- For each column, check that the data is going to the correct INVOLVE field. A sample of the data is shown for you to assist with this.
- Select the continue button and wait while INVOLVE imports the volunteers. An import summary will give you the results.
Invalid records
Sometimes we cannot add certain volunteers, maybe there is an unknown character or they are already in the system. The import summary will alert you if this is the case and allow you to download exactly which records did not get imported.
Complex imports
If you have data with no matching field, you can create a custom field to house it. The custom field must be created before importing.
If you have a more complex import or are concerned about ensuring the data is entered correctly, please contact us, and we will be happy to help.
Let us help: Contact our support team if you would like assistance with importing your volunteer data