Audubon Society Import

Audubon Society Import

Contents


Introduction

NeonCRM offers a custom import utility for Audubon Society organizations. This utility allows you to easily import membership roster data provided by the National Audubon Society into your NeonCRM system.

This utility must be turned on for your NeonCRM system. If you follow the instructions in this guide and do not see the option for the Audubon Society Utility, please contact NeonCRM Technical Support and request that this utility be turned on in your NeonCRM system.

Data Format

Data must be in a .CSV file format. The first column in the below table is how the columns must be named and the order in which the must appear on the .CSV spreadsheet. The second column indicates where this data will be imported into NeonCRM. The account custom fields ACS ID, Start Date, Expired Date, and Date Paid will be automatically created in your NeonCRM system when the utility is turned on. These fields cannot be deleted; the import utility will no longer work if they are deleted.

Import Spreadsheet Column Name

NeonCRM Field

ACS ID

Account custom field “ACS ID”

Millennium ID

Will not be imported into NeonCRM

Chapter

Will not be imported into NeonCRM

Name Prefix

Prefix

First Name

First Name

Middle Initial

Middle Name

Last Name

Last Name

Name Suffix

Suffix

Address1

Address 1

Address2

Address 2

Address3

Address 3

City

City

State

State

Zip Code

Zip

Phone

Phone 1

Email

Email 1

Start Date

Account custom field “Start Date”

Expired Date

Account custom field “Expired Date”

Date Paid

Account custom field “Date Paid”

Promotional Mail

Will not be imported into NeonCRM

Chapter Pref

Will not be imported into NeonCRM

Address Valid

Valid Address

Data Import

To import data using the utility, log into NeonCRM and select Home/Dashboard under the System Settings tab. In the center column under the Custom Import header, select Audubon Society Import.

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A screen will display with basic information about previous import using the utility. To create a new import, select New Import.

To upload your data, select Choose File next to File Name. Note that the file must be in a .CSV format. For File Type, select CSV (Created from Microsoft Excel). Click Next.

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The import is now complete. In the first row, you can see the import date and number of accounts imported. You can also download a raw file of the imported data by selecting Excel, or undo the import by selecting Undo.

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