Step 1: Access the Bulk Upload Tool
Navigate to the sidebar and search for "Bulk Upload Wizard," or find it under Load Data in the main menu, then click Upload a New File.
Step 2: Choose the Upload Type
You will be taken to a screen where next, you will choose your upload type. You can select:
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Load data with VAN ID if you want to update records with unique IDs
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Load new and/or update existing records for adding new contacts or updating existing ones
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Load data with Contribution ID for uploading contribution-specific data
Step 3: Upload Your File
Once you make your selection:
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Upload Your File by selecting your file source (direct upload or Google Sheet)
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Provide a descriptive file name
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Confirm whether the first row contains headers
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Enable Advanced Error Handling to identify invalid rows and prevent upload errors
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Select Upload to complete this step in the process.
Not quite what you were searching for?
- Navigate back to the Bulk Upload and Edit Resource Index.
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