Staff Import Template

Staff are people at your organization who can receive emails from AmpliFund and be assigned responsibility for tasks. The Staff Import Template allows Administrators to import Staff information. 

Use the attached template to import your Staff records. Required fields are designated with an asterisk (*). Once completed, users can import from Contacts>Staff.

How To Import Staff:

1. Open Contacts>Staff.
2. Click the   (Import icon) in the Icon Bar.
3. In the pop-up window, select Staff Import from the Choose Import dropdown. 
4. Click Choose a file to select a file from your computer.
5. Select the Destination field for each Source column. If you are using the Staff Import Template (recommended), the source and destination fields should match.
6. Click Import.