Importing Accounts with IDs from Another System

Importing Accounts with IDs from Another System

Contents

Introduction
Importing Accounts
Importing Transactions

Introduction

NeonCRM does not require an ID number when importing accounts. However, if you have exported your account data from another system, you may find that each account has an account ID number. This ID number can be useful for importing into NeonCRM, as it can allow you to import transaction data (such as donations, memberships, or event registrations) at a later time.

Note that NeonCRM does not retain ID numbers from your previous system. For example, while Ida Smith may have been ID 101 in your previous system, she could be ID 1234 in NeonCRM. NeonCRM assigns sequential ID numbers upon import.

Importing Accounts

In the screenshot below, the first column, id, is an ID number from another system.

To begin the import, navigate to Account tab > Import Manager, then select New Import.

2015-08-05_13-14-45.png

On the first screen, give your import a Title, then for Does your spreadsheet contain an Account ID column?, select Yes.

A new set of options will appear. For Are these account ID numbers from NeonCRM?, select No, they are from another system.

Again, a new set of options will appear. For What type of data are you importing?, select I am importing new accounts. Then, click Save and Continue.

On the next page, provide the name of the system that you are importing data from. This will allow Neon to "hold on" to the ID numbers from your previous system so that you can import additional data to these accounts later. If the spreadsheet that you are importing also contains donations, memberships, and/or event registrations, select the appropriate checkboxes, then click Save and Continue.

On the next page, upload your import .CSV file, then select the appropriate options for your data. Then click Save and Continue.

Complete the next steps in the import process. On the Step 3.1: Account Import (Column Mapping) page, for Please Select Import Account ID, select the column name that contains the ID numbers from your previous system, then click Next.

Next, you will be asked to map the columns in your spreadsheet to the corresponding fields in Neon. You will also be asked if you would like to save this mapping for future use.

After completing these steps, you will receive confirmation that the accounts have been successfully imported.

You can then click on Go to the Imports list to see the import listed in Account tab > Import Manager with the name of your previous system populated in the System Name column.

Importing Transactions

If you need to add transactions to NeonCRM accounts that were imported from your previous system, you can use the previous system's ID numbers so that Neon adds the transactions to the appropriate account. In the screenshot below are some donations from my previous system. The first column, id, corresponds to the id I used in the account import in this guide.

To begin the import, navigate to Account tab > Import Manager, then select New Import.

2015-08-05_13-14-45.png

On the first screen, give your import a Title, then for Does your spreadsheet contain an Account ID column?, select Yes.

A new set of options will appear. For Are these account ID numbers from NeonCRM?, select No, they are from another system.

Again, a new set of options will appear. For What type of data are you importing?, select I am updating account information and/or importing new donations, events, or membership transactions to existing accounts.

A final panel will appear. This panel will show you all systems that you have previously imported data from and ask you to select which system your data is coming from. In this case, we will select External System, which we used for the account import, then click Save and Continue.

On the next page, check off the pertinent boxes for the type of data you are importing. If you are planning to update account information, select Account. If not, just select the transaction type(s) that you are importing, then click Save and Continue.

On the next page, upload your .CSV file and click Upload data.

Complete the next steps in the import process. On the Step 3.3 Donation Import (Column Mapping) page, for Please Select Import Linking ID, select the column name that contains the ID numbers from your previous system, then click Next.

Complete your import by following the instructions provided. Upon completion, NeonCRM will have added transactions to the accounts in question.

For example, in my accounts data, id 3 was Amelia Scapelhorn, and in my donations data, id 3 had a $50 donation on 11/3/17. This donation is now populated on Amelia's account, as seen below.

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