How do I a mass import a contact list into my database via a spreadsheet?

How do I a mass import a contact list into my database via a spreadsheet?

If you have not yet prepared your spreadsheet, read this article
Steps to import your spreadsheet into your database:

1. Login to Vome and using the left-hand side navigation, click Database
2. On the top-right of the page, click Create profiles
3. Click Bulk Import
4. Click the Upload spreadsheet box underneath the instructions and add your file
5. Once you add the file, click Validate
Once you validate the file, you will see the number of successfully added records and the number of failed records. Failed records can be from errors in your file or duplicate volunteer entries. If you are having trouble with the upload, you can send it to our team to check for you!
6. Choose whether you want to assign tags, opportunities or shifts to these volunteer profiles. 
  1. Tags allow you to group volunteers in your database for internal purposes. Volunteers cannot see tags added to their profile. It can help you filter your database later on.
  2. Opportunities will allow volunteers to immediately begin reserving spots to shifts once they claim their profile. Otherwise, they will need to be instructed to register for opportunities from your profile or through a shareable link. (Highly recommended to pre-assign volunteers to opportunities) 
  3. Shifts will show volunteers that they are already scheduled for shifts once they claim their profile.
7. Choose to invite volunteers to Vome (Highly recommended)
  1. By leaving the checkbox enabled, volunteers will be emailed to accept the invitation from your organization.
  2. You can include a custom message which will be added to the email notification.
  3. You can indicate whether you want the email to be sent in English or French.
    • Related Articles

    • How do I prepare my spreadsheet to import into my database?

      First off, it is important to understand that for each import, you can perform Bulk Actions on volunteers listed in the spreadsheet. If you want to assign your volunteer list to different opportunities, tags or shifts during the import process, you ...
    • Do I need to segment my user profile list before uploading it to my database?

      First off, it is important to understand that for each import, you can perform Bulk Actions on user profiles listed in the spreadsheet. If you want to assign user profiles different tags, opportunities, sequences or shifts during the import process, ...
    • How do I import profile pictures for users in my database?

      Using Vome's import process, you will see that you can import profile images for users in bulk. It is important to note that this feature was designed to help organizations mass import profile images from another software. As such, the way you import ...
    • How can I mass assign tags from the database?

      1. Go to the Database 2. Select one or more volunteer records 3. Click on the black down arrow next to the right of "# records selected" 4. Click on Assign tags Tags are useful for classifying your volunteer list however you would like to! A ...
    • How do I create Offline Volunteer profiles in the database?

      1. Go to your Database from the left-hand navigation 2. Click on Create Profiles on the top right of Database view 3. You will have the choice to Add a Volunteer or Mass Import (via excel) You must add at least a first name, last name and email ...