About Batch Constituent Upload
Multiple constituents may be added at one time by using the Batch Constituent Upload feature to upload a spreadsheet of constituent details.
This process is designed to add records to the database, specifically to the Alumni Module. It will also add an internal degree record if the corresponding data is present.
Using Batch Constituent Upload
Navigate to Alum/Dev > Batch Constituent Detail
Upload an Excel spreadsheet of constituent information using the required formatting as outlined below.
Required Excel Spreadsheet Formatting
To utilize the batch upload feature, your spreadsheet must include the following columns, in the specified formatting.
| Note |
|---|
The spreadsheet must include a first and last name and DOB or email address for the duplicate check. |
ID_NUMBER - Constituent's SSN
FIRST_NAME
M_INIT
LAST_NAME_1
LAST_NAME_2
BIRTH_DATE - Birthdate must be formatted as YYYYMMDD
SEX - Constituent's gender
PHONE_NUMBER - Phone number may be formatted as either 1112223333 or 111.222.3333
ADDRESS_1
ADDRESS_2
CITY
STATE
ZIP
DEPARTMENT
MAJOR - Major must be a valid major
CLASS_OF
EMAIL
MOBILE_PHONE
DEGREE - A degree row will only be added if a valid major and degree code are entered on spreadsheet
DEGREE_CODE1
SPOUSE_FIRST
SPOUSE_LAST
SPOUSE_DECEASED
Duplicate Checking
Once the spreadsheet is uploaded, a summary appears of records added and duplicates found. The process checks each row for potential duplicates. If a duplicate is found, the row is skipped, and the output will summarize why the record was not added.
Duplicate values are reviewed for the following data:
SSN
First, Last, DOB
First, Address 1, City
Email
Possible duplicates are identified if First & Last are the same with a different DOB.