How to use Import Contacts to add or update multiple contacts

Updated: 06/10/2020
Article #: 91


In addition to automatically syncing your donor's contact information from our Continue to Give platform, Mission Pillars also allows you to create contacts directly. If you would like to create or update several contacts at once you can use our Import Contact feature to do so, saving you time.
 
Watch this video for tips on using a spreadsheet application (like Microsoft Excel) to create your import spreadsheet.

 
  1. Using the navigation in Mission Pillars, click CRM, then Contacts, and finally Import Contacts
  2. Download contact template spreadsheet using the download link on the page
  3. Fill spreadsheet with contacts
  4. Click browse to select your spreadsheet
  5. Submit your spreadsheet
 
Note: Our Import Contact feature will directly import columns with the following headings for each contact as well as import any additional fields as a custom field, all viewable from the Edit Contact page!
 
  1. First Name
  2. Middle Name
  3. Last Name
  4. Preferred Name
  5. Birth date
  6. Email
  7. Cell Phone
  8. Gender
  9. Marital Status
  10. Position
  11. Organization
  12. Website
  13. Tags (comma separated)
  14. Address
  15. City
  16. Region
  17. Country
  18. Postal Code
 
If you want, also include other fields. Any fields other than the above fields will be imported as a custom field.






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