Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Household_Id Yes, unless lookup fields are used to identify the Household Identifier "123" Must match an existing household id in the system
Attribute_Id No Identifier "456" Must match an existing attribute id in the system
Lookup_Household_Id No, unless Household_Id is not specified Lookup "789" Must match an existing Household Id in the system
Lookup_Household_Name No, unless Household_Id is not specified Lookup "Smith Family"  
Lookup_Household_Address No, unless Household_Id is not specified Lookup "123 Main St"  
Lookup_Household_Alternate_Id No, unless Household_Id is not specified Lookup "123" Must match an existing Household Alternate Id in the system
Lookup_Parent1_First_Name No, unless Household_Id is not specified Lookup "John" Must match an existing Parent 1 First Name in the system
Lookup_Parent2_First_Name No, unless Household_Id is not specified Lookup "Jane" Must match an existing Parent 2 First Name in the system
Lookup_Parent1_Alternate_Id No, unless Household_Id is not specified Lookup "456" Must match an existing Parent1 Alternate Id in the system
Lookup_Parent2_Alternate_Id No, unless Household_Id is not specified Lookup "789" Must match an existing Parent2 Alternate Id in the system
Lookup_Category_Id No, unless Attribute_Id is not specified Lookup "123" Must match an existing Category Id in the system
Lookup_Category No, unless Attribute_Id is not specified Text "Donor"  
Lookup_Attribute_Id No, unless Attribute_Id is not specified Identifier "456" Must match an existing Attribute Id in the system
Lookup_Attribute No, unless Attribute_Id is not specified Text "VIP"  
Attribute_Comment No Text "Long-time supporter"  
Attribute_Begin_Year No, unless attribute is yearable Integer "2020/2021"  
Attribute_End_Year No, unless attribute is yearable Integer "2025/2026"

See also

Schedule Demo

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