How do I bulk import data into the CRM?
You can bulk import three types of csv files into your Numero platform - Contacts, Interactions, and Contributions. We provide import starter templates for each type of import (available for download below) if your team needs help crafting data prior to importing. Check out the related video articles at the end of this article for more specifics on importing based on type!
* Please note all contacts in Numero require a First and Last Name, unless the contact is an organization. Any individual contacts imported without a first or last name will not successfully import and will show up as exceptions in a downloadable exceptions report after your import is complete. If you are importing an Organization, be sure to place the org name in the First Name column and give them a "Contact Type" of Organization. As you import phone numbers please be sure to include the area code (xxx-xxx-xxxx) phone numbers will need to be 10 digits in order to import.
* Please note all interactions require "Interaction Type" as a column header with one of the following fields listed in each cell: Call, Email, Text, Mail, Meeting, Event, App, or Thank. These fields are not customizable and any imported without an interaction type will import as "App" as a default. All interactions also require "Date Contacted" in the format of MM/DD/YYYY. If you are importing Organization interactions, be sure to place the org name in the First Name column and give them a "Contact Type" of Organization.
* Please note all contributions require "Payment Method" as a column header with one of the following fields listed in each cell: Cash, Check, In-Kind, NGP, Wire, Merch, or Card. These fields are not customizable and any imported without a payment method will NOT import. All contributions also require "Date" in the format of MM/DD/YYY and "Amount". If you are importing Organization contributions, be sure to place the org name in the First Name column and give them a "Contact Type" of Organization.
NOTE: As you prepare your import files, if you want the data you are importing to be appended to an existing donor profile, you need to provide enough data in your import for our matching algorithm to identify the contact in the CRM. First and Last Name are required but in order for us to match the information to the existing profile please include as many of the following as possible in your import file: addresses, email addresses, phone numbers, employer and occupation, Numero Contact ID, VANID. Failure to provide identifiable data will result in duplicate contacts in your CRM.