- Introduction
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Start here
- Register for Live Training
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Register for Live Training
- Watch the video
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Watch the video
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Download the slides
- Read the articles
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Read help articles
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Read help articles
- Knowledge check
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Apply what you've learned
Gathering & Preparing Data For Your Import
Preparing your data correctly is essential for a smooth and successful bulk upload. This course walks you through the process of gathering external data, formatting it properly, and using the EveryAction import template to streamline your import process. To complete the course, choose one of the following: watch the training video, attend a live Q&A session, or read the help article. Then, take the short quiz to check your understanding.
Gathering & Preparing Data For Your Import
This course guides nonprofit professionals through best practices for preparing data imports using EveryAction’s Bulk Upload tool. You’ll learn how to gather, clean, and format external data sources like CSV or Excel files for smooth importing into your CRM.
What You’ll Learn in This Course
- How to gather data from external systems for use in EveryAction
- Key formatting requirements and pre-upload considerations
- How to use the official EveryAction import template
- Why pre-creating fields, codes, and segments improves accuracy
- File naming conventions and size limitations to avoid errors
- How to separate and organize individual vs. organization contacts
- Tips for testing small uploads to minimize issues and ensure clean data
By the end of this course, you’ll be ready to confidently prepare and import data into EveryAction with efficiency and accuracy.
