How do I determine what information to include in a bulk upload?

Step 1: Review Historical Systems 

If you're transitioning to EveryAction from another system, review your historic platforms for relevant data: 

Export Data: Identify export options in your previous system to extract donor, contribution, or engagement data.

Prioritize Information: Decide what to retain based on relevance and necessity for current operations.

Reference Guides: Consult guides or support documentation for help with exporting and structuring data.

Step 2: Check Existing Spreadsheets 

Collect spreadsheets from colleagues to consolidate into one master file. Then, prepare for uploading by cleaning up the data, ensuring consistent formatting, accurate entries, and removal of duplicates. 

Step 3: Evaluate Financial Systems 

Consider transferring data from financial management tools (e.g., QuickBooks). Look for historic donations, disbursements, or pledges. Import recent and relevant transactions to ensure financial data is current and aligns with donor management. 

Step 4: Analyze Email Platforms 

Export lists from platforms like Mailchimp, Constant Contact, or Gmail. Use this data to build comprehensive and updated mailing lists in EveryAction. 

Step 5: Include Event Management Records 

Export attendee data by gathering records from event management tools to include attendees, volunteers, and donors. Incorporate this data into new campaigns and invitations for better outreach. 

Step 6: Decide on Activist Codes and Source Codes 

Evaluate if activist or source codes are applicable. Use the codes to categorize records for segmentation and tracking. Ensure the file contains fewer than 60 unique activist codes to avoid upload errors. 

Step 7 (Optional): Start Fresh 

If historical data is outdated or unavailable, begin by adding key contacts manually, such as board members or active donors. You can gradually expand your database with new, clean records. 