You can use the platform’s import functionality to import supporter data along with opt-ins, questions and participations.
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Supporters and their associated data can imported into an Engaging Networks account using a formatted file.
Prepare the import file
The
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This is an important to get this right – ensure the data is clean and follow the steps carefully.
If you have a large file, you may want to start by importing one or two rows first so you can verify the data and ensure you have the format right .
You can include additional columns to optionally opt a supporter into a question, and/or participate in a campaign, which the article explains in more detail.
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Importing supporter data and opt in/ question values will not generate transactions that will subsequently come out of the bulk export API. Importing a campaign participation will create a participation transaction from the relevant page. |
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An individual import file is limited to 20MB. Please check the size of your file before continuing. |
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CSV files must be in UTF-8 format |
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import file needs to be formatted as UTF-8 encoded CSV or Excel (.xlsx) file not exceeding 20MB. Each field being imported should be represented as a column in the file, with each supporter on individual rows. At minimum the file needs one column with email address as that is the unique identifier for supporters in Engaging Networks. A more comprehensive article about the file format can be found here.
Upload the file
Go to Data & Reports > Import and
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Click Select File to upload your csv file.
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either drag and drop the file into the import area or select the file from the local computer.
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Choose how the records should be processed
Once the file has been uploaded
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, there will be two options for how the records should be processed.
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Add new records and update existing supporters
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: This option will create new records for any email addresses in
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the selected file that do not exist, and update any records where the email address does exist.
Only create new supporters and ignore updates to existing supporters
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: This option will only create new supporters. For any email addresses that already exist in the account, it will ignore those data rows and not update the records.
Campaign Participation
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There is an option to tag supporters as having participated
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on a page
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as part of the import. When enabled, an additional dropdown will become available to select the live page where the participation should be recorded. Participations can also be imported as columns in the import file and mapped to the relevant page.
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Only ‘Live’ pages are listed as pages you can tag against.
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Imported data does not get included in ‘Participations’ statistics in the page’s Quick Report. |
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Instead of this method, you can also add a column in your import file to participate the supporter in the page. See the preparation article for more information |
Using Saved Import Formats
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There is an option to to use a previously saved input format
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Click on the settings icon 
to see a list of available import formats which you can also preview.
. When enabled, that setting will configure the import field mapping based on a previous import where the format was saved. An additional dropdown will become available to select the Saved Import Format.
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The available import formats can be previewed by selecting the cog/ gear icon.
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If you use a saved format, the data file must match the format exactly |
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Map the columns to data fields
After
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the import options are
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configured,
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select the Map Data button to map
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the import file columns to the corresponding fields in
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the Engaging Networks account. Engaging Networks will
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attempt to predictively map
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the fields in the import file to those in the
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Engaging Networks account based on the names
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Be sure to look over the mappings carefully. If you have similarly named questions and fields, you may accidentally update the wrong one.
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Please use the HPC Value and HPC Currency fields to import a supporter’s Highest Previous Contributions, and/or the MRC Value and MRC Currency to import a supporter’s Most Recent Contributions. |
If you wish to leave out a column, just leave the “Map To” without a field mapping and it will be skipped during the import.
5) Import the data
Once you have the fields mapped correctly click “Import” to being your import.
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Important! It is EXTREMELY IMPORTANT that you ensure your mapping is correct, otherwise data will be stored in the wrong columns. Please double-check everything before you start your import. YOU CANNOT UNDO AN IMPORT. |
Depending on your import process settings you will see one of two confirmation dialogs.
Once confirmed, a job number will be displayed corresponding to that import.
Saving Import Formats
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. The mapping should be reviewed for accuracy and some fields may need to be manually mapped.
To omit a column of data from the import, leave the Map To without a field mapping.
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Saving Import Formats
There is an option to save an import format for future use
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. When enabled, an additional field will become available to name the format.
Saving the format allows for the mapping process to be bypassed for future imports as the columns will be mapped the same. Saved import formats can be used for imports done from the front end of Engaging Networks and imports done using the import API.
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Note a saved import format can only support 100 or fewer columns/ fields. |
Import the data
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Supporter data imports cannot be undone. Ensure the data is mapped correctly before proceeding with an import. |
Once the fields are mapped correctly select Import to begin the import process.
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Based on the import process settings there will be one of two confirmation dialogs:
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Once confirmed, a job number will be displayed corresponding to that import.
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Check the import status
Go to the Jobs monitor and you will see a list of all the current jobs in your account.
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From the import creation confirmation screen or on the top right of the main Engaging Networks dashboard, select the Job monitor to see the import job
When the job is completed, there will be a cloud download icon
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in the
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Results column.
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Selecting this link will download a
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results file that indicates if any supporter records failed to
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If your import was 100% successful, the file you download from the ‘Jobs monitor’ will be blank or just contain a heading “FAILED RECORDS”. If there is nothing underneath this heading, then there were no failed records and the import was successful.
If you go to Account settings > Account emails, you can enter an email address to receive notifications when a job completes (look for the ‘Notification email alert’ section), or you can just go to the ‘Jobs monitor’ at any time to check on the status
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Please allow one hour for imported data to be available in the UI for querying. |
Import History
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import and provide a brief explanation why it failed.
Email notifications for job alerts can be configured under Hello > Account settings > Notification emails (General checkbox).
Import History
Under Data & Reports > Import, there is a Import History tab to view a list of files that have been imported. File name, imported record count, rejected record count, and import date are available from this tab.
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The Job monitor also includes a history tab to see a log showing how many records were successfully imported.
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Troubleshooting
If your import is rejected when uploading
Check that the name of the file does not contain characters such as brackets.
Check that you include an Email Address in the file
Check that it is a CSV file in the UTF-8 format.
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Check that the file is not over 20MB. If so, split into smaller files
Check the file for any | characters or double quotes ” in the cells. These can cause the upload to fail. Search for and remove:
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| “ ” “
If you still have trouble, we recommend trying a single row of data first to test to eliminate issues such as file formats. If that works, you know there is a data issue somewhere in your file
If not all data was imported
The Job Monitor’s downloaded report will tell you of any rejections. Common issues are spaces at the end of email addresses which might not be easily visible
Other issues are email addresses not formatted correctly.
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Only import valid addresses or [AUTO] if there is no known email address. For example, supporter@hotmail would be rejected – it should probably be
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supporter@hotmail.com
The file might have duplicate emails. So there may be 500 rows in the import file with 5 duplicate email address which results in only 495 supporter records
If the data is not showing up in Lookup Supporters or the Query Builder
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Data can take up to one hour after a successful import before
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being available in Lookup Supporters
If the file included the same email address more than once, the latest row of data would be the one that the record
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is updated
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with