NEW FEATURE REQUEST

Import

Showing 37

Import tasks

Import tasks from a csv so that you can organize your cultivation plans in a spreadsheet instead and add them all at once instead of in batches or one-by-one.
over 1 year ago in Import 3 Not Prioritized

Rename an import template

Rename an import template so that you can correct typos, clarify what it does, or standardize your naming conventions.
10 months ago in Import 0 Not Prioritized

Save an import after the fields are mapped without running it

When doing an import, file 'clean up' is often necessary to make certain that all the data is imported correctly. It is often difficult to know what needs to be cleaned up until after all the field matching between the csv file and Bloomerang fiel...
7 months ago in Import 0 Not Prioritized

Enhanced filters and navigation for the import template list

Enhanced navigation for the import template list. Examples: See additional metadata like the most recent date the import template was used, who created it. Sort based on name, and other metadata Filter based on metadata
10 months ago in Import 1 Not Prioritized

Import data for organizations and individuals in the same file

Import data for organizations and individuals in the same file so that you don't need to split your data into multiple files prior to importing.
over 1 year ago in Import 0 Not Prioritized

Create membership transactions via imports

Create membership transactions via imports
8 months ago in Import 0 Not Prioritized

Import recurring schedules

Create new recurring schedules from an external file.
over 2 years ago in Import 0 Not Prioritized

Select multiple import templates to delete

We have over 500 templates that are years old. There should be a way to select more than 1 template at a time in order to delete them.
5 months ago in Import 0 Not Prioritized

More detailed preview of what information an import will create or update

More detailed preview of what information an import will create or update
10 months ago in Import 1 Not Prioritized

Add an External ID field to constituents

Add an External ID field to constituents so that you can use it as a unique identifier in scenarios like: importing updates from another system searching for a constituent Current workflows without this are for the other system to build an integra...
10 months ago in Constituents / Import / Search 0 Not Prioritized