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-left of the Database module, click Create profiles > Mass import
3. Click the Select .csv or .xlsx file button on the top-right
Consider download Vome's Excel template to see examples of custom field formatting and start filling it out directly or use it as a reference when building your own Excel file!
You can only upload an Excel workbook with one single sheet. Excel workbooks with multiple sheets will fail to upload.
4. Once you successfully upload the file, click Next and starting mapping your fields
If you keep the column headers in your Excel file the exact same label as how they are saved in Vome's database, Vome will auto-map the fields for you by default based on a text match. However, you can always choose to make adjustments to the mappings on the fly during the import process!
Once all the fields are mapped, click Next
5. Vome will check the file for errors
If there are errors, they will be highlighted to you during the import process. You must fix all the errors directly on your Excel file and go back to Step 1 to reupload the error-free version of the file. Otherwise, you should be all set to move forward to the next step!
6. Customize elements of the import process and pre-assign characteristics
List of pre-assign actions:
- Pre-assign opportunities (Highly recommended): Allow users to see their approved opportunities immediately upon claiming their profile which allow them to engage with your organization through scheduling, hour tracking and communication features on the opportunity level. immediately begin reserving spots to shifts once they claim their profile.This is useful for when importing individuals or lists of groups (e.g. corporate, school or community groups) that you want to approve for an opportunity so that they can view and reserve available shifts within the opportunity(ies) upon claiming their profile.If no opportunities are pre-assigned, those who claim their profile, will be redirected to your organization's info page as the system assumes they are expected to explore new opportunities or fill out an application form.
- Pre-assign profile tags: Allows admins to group profiles in your database for internal tracking, sorting and grouping purposes. Users cannot see the profile tags assigned to their profile. Profile tags can really help you filter your database once the profiles are saved!This is useful for when importing lists of groups (e.g. corporate, school or community groups). Simply create a profile tag for the group and pre-assign it to all the profiles in your spreadsheet.
- Pre-assign sequences: Allows admins to assign a group of people to an onboarding process, or whatever you use a sequence for!This is extremely useful for when importing profiles that are currently in the onboarding phase.
- Pre-assign shifts: Allows admins to assign a group of people to a directly to a one-time or recurring set of shifts.This is useful for when importing lists of groups (e.g. corporate, school or community groups) that you wish assign directly to shifts. This will automatically approve for whatever opportunities the shifts are in and they will see their reservation(s) immeditaely upon claiming their profiles,
7. Review & Save
Choose to invite volunteers to Vome (Highly recommended)
- By leaving the checkbox enabled, all the emails in your spreadsheet will receive an email from noreply@vomenotifications.com to accept the invitation from your organization and claim a profile. For more information about how users claim their profile, read this FAQ: I've been invited to claim a profile. What do I do next?
Add a custom welcome message (Highly recommended)
- You can include a custom message which will be added to the email notification.
- You can indicate whether you want the email to be sent in English or French.
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