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Import Your Data

Updated

Before importing data into Organizer, make sure to prepare your file and include the minimum attributes necessary. File preparation and the minimum required attributes are different depending on the type of data being imported. See more details about Importing Profile Data. See more details about Importing Phone Interactions or Importing Text Interactions. 

To import data to your Organizer account, follow these steps:

  1. Go to My Universe > Import and click Start New Import. This will bring you to the "Upload and configure" stage of the upload process.
  2. Name your Import and select a CSV from your computer.
  3. Select Yes or No when asked if you are importing Outreach Data. If you selected Yes for Outreach data, select the type of data from Text or Phone.
  4. Map each attribute from your CSV file to a destination attribute in Organizer. Organizer will provide mapping suggestions, which you can accept or dismiss. Common errors will also be identified.
    • See the Data Dictionary for definitions of Organizer attributes.
    • If a column (data field) in your CSV does not correlate to an Organizer attribute, you can create a Custom Attribute. See Create Custom Attributes through Import for instructions.
    • If you are importing Congressional District Values, you must first select the state, the Congress, and then select the congressional district number. See details in Acceptable Congressional District Values.
    • If you would like to apply the same value for an attribute to all of your records, see Apply Global Values.
    • If you are importing by profile ID, the following things happen:
      1. Organizer assumes that your Organization’s universe contains matching profiles, with unique identifiers, to which data will be appended
      2. If no matching profile is found, no new record will be created
  5. When you are finished mapping, click Next to proceed or Cancel to exit at this step.
  6. Review your selected mappings to see how the data will be imported.
  7. If everything looks correct, click Start Import to initiate the Import.

Import Status

After you click the final Import button, you will see a progress bar and a percentage that tracks the status of the Import. You will receive an email when the import has finished processing. After an import of profile data is complete, you will see the percentage of the data records that matched to Atlas by Murmuration. 

Viewing Your Imports

After a successful import, you can view an import summary, including the data record count and match rate of your import, on the Import page. Your new data will be available to use in Community Builder. 

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