Importing Accounts and Transactions In a Single Spreadsheet

Contents

Introduction
Importing Accounts
Importing Transactions

Introduction

The NeonCRM Import Manager allows you to import multiple types of data in a single sheet. Most commonly, you may want to import a spreadsheet that contains account data (such as names, emails, and phone numbers) alongside transaction data (such as donations, memberships, and/or event registrations).

When importing account and transaction data in the same spreadsheet, NeonCRM will split the process into two steps: account import and transaction import.

Importing Accounts

The screenshot below shows a spreadsheet with both account and donation data. Each row contains an account and a donation.

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

On the first screen, give your import a Title, then select the appropriate option for Does your spreadsheet contain an Account ID column? For more information about importing data with IDs from another system, please see this guide. Once you have selected all options, click Save and Continue.

On the next screen, select the appropriate checkboxes for each data type that you are importing. In this case, I am importing accounts and donations. Click Save and Continue.

On the next screen, you can upload your spreadsheet and select the appropriate settings for your data. Click Upload data.

On the next screen, you will be asked to choose an existing mapping or create a new mapping. You will be able to save a mapping for future use once it has been created. This is useful if you will be regularly importing data in the same format. In this case, I will create a New Mapping.

On the next screen you will be asked to map your account data only. Once you have completed the account import, you will be asked to map the transaction fields. Map your account fields, then click Add Column(s) To Account.

Note that you will receive a pop-up message asking if you would like to proceed without mapping all columns. Select Yes, as you will be able to map your transaction columns in later steps.

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On the next page, you will be asked to map values for the fields that you mapped on the previous page. For example, if you mapped a State field, NeonCRM will then ask you to match state names appearing in your data to state names in NeonCRM. NeonCRM will attempt to auto-match these items. Once all values have been matched, click Next.

 

On the next page, you can choose to save your mapping if you are going to import data in the same format in the future. Then, click Import your data.

You will receive a message that your account import is complete. To continue with your transaction import (in this case, donations), click Import Donations.

Importing Transactions

Now that the account import is complete, NeonCRM will prompt you to import your transactions. Again, you will be prompted to choose an existing mapping or create a new mapping for your donations. I will create a New Mapping.

Next, you will be prompted to select the Import Linking ID. NeonCRM has created a temporary ID called TrackingColumn to link the accounts that you imported with the transactions that you are currently importing. Click Next.

On the next screen you will be asked to map your transaction data. Map your transaction fields, then click Continue.

On the next page, you will be asked to map values for the fields that you mapped on the previous page. Once all values have been matched, click Next.

On the next page, you can choose to save your mapping if you are going to import data in the same format in the future. Then, click Import your data.

You will receive a message that your donation import is complete.

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