Importing spreadsheets of volunteers as a Web Admin

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Are you looking for an easier way to import your volunteer spreadsheets? Do you want to also import custom fields? Importing volunteers as a Web Admin is probably the solution! 

  1. Make yourself a Web Admin and log into the Web Terminal Admin view.
  2. In the Volunteers pane of the Admin View, click the import button.
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  3. UPLOAD FILE:
    • Add your spreadsheet (we recommend one per ministry, subdivision, or title group for easier tagging in step 5) and click "Map Columns."
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  4. MAP COLUMNS
    • For each column, you will see the first few lines of the spreadsheet. Choose the MSP field (or create a new custom field if there is none) that you want that information to be added to in the volunteer profile.
    • If there is a field you do not want to add, just leave the mapped field column blank.
    • Then click "Add."
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  5. OPTIONS
    • Choose the ministry qualification you want to add to all volunteers being imported. If a ministry has subdivisions and/or titles, you will also need to choose the subdivision/title you want to assign to the volunteers being imported. 
    • Choose if you want to import new volunteers (and optionally add them to family groupings where relevant) and update existing, or if you only want to update existing volunteers.
    • Click "Import." Once successfully imported, you will get a confirmation message telling you how many new volunteers were created and how many existing volunteer profiles were updated. 
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Since the volunteer import can both add new volunteers and update existing ones, this is a great option to use after volunteer training to both add new volunteers and update existing volunteer training dates, all at the same time! 

 

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