How do I assign imported records to a program? (Step 3) - New Import
(Apricot Administrators)
This is the third of four steps to import records from a CSV file. Here you choose the program that all records in this import will belong to.
This step only appears when programs are turned on for the form you selected. If you do not see it, Apricot goes straight to Step 4. This is expected.
Step 1
In the Assign all records to dropdown, select the program.
Step 2
A message confirms the number of records and the program name, for example: “All 15 records will be assigned to Reading and Beyond.”
Step 3
Check the program is correct, then select Review.
Good to know: You can assign records to one program per import. If your records belong to several programs, run a separate import for each program.
Next step: How do I review and correct import errors? (Step 4)
How do I assign imported records to a program in Apricot | Can I import records into more than one program in Apricot | Why don’t I see the Assign step in Apricot import