Organizations Import Template

Organizations are external groups that can be categorized as Federal Government, State Government, Local Government, Foundations, Corporations, Vendors, or Other.

The Organizations Import Template allows Administrators to import Organization contact records. Required fields are designated with an asterisk (*). Once completed, users can import from Contacts>Organizations.

How To Import Organizations

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