When I am bulk uploading organizations — there is no place to select a matching field for "common name" or "organization name" all of the matching fields are for individuals. I want matching fields for organization name.
Where is it?
I am either not seeing it, we don't have access to it, or it doesn't exist.
Best answer by Sally Heaven
You should be able to upload organizations and map to the organization common name or official name.
In the bulk uploader when you are mapping the columns, choose “Contact Type” of Organization and then when you map the name, choose Organization Common Name or Organization Official Name from the drop-down.
+2You should be able to upload organizations and map to the organization common name or official name.
In the bulk uploader when you are mapping the columns, choose “Contact Type” of Organization and then when you map the name, choose Organization Common Name or Organization Official Name from the drop-down.
+2I’ll add - if you don’t see what I posted in the screenshot, I guess it’s possible your user profile doesn’t have the right permission to manage and update Organization records, so if that’s the case then check with the primary admin at your nonprofit or ask Support.
Already have an account? Login
Use your Network for Good, Apricot or Nonprofit Hub email address and password.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
