Begin the Data Import Process
We're excited to help you import your data to Flipcause!
To get the data import process started, please email your Success Team or give us a call at 510-986-4159.
They will go over the next steps and coach you on how to use tags, custom fields, and other things to look out for to ensure the cleanest data import possible.
Important things to note:
We will import two separate sets of data into your Flipcause Database:
- Transaction Data
- Contact Data
As such, we will need a separate CSV (or XLS) file submitted for each. But if you only have transaction data, that's ok. The system will automatically create contacts out of transaction data, along with the transactions.
Note: We cannot import transaction activity types. Our data import process can import transactions as transaction records, but cannot import other activities such as registrations and volunteer data as said activities. Therefore, all data will be imported as a previous transaction record and not as a separate activity (ex: a previous registration record will be imported as a transaction record and will not display as a registration activity).
Transaction and Contact data are differentiated because they are not necessarily related. One contact may have several transactions, while another may have no transactions. These two layers of information combine together to give you complete information in your Flipcause Database so you can use it as a contact database (rather than just for bank data, or just for email addresses).
1. Unique IDs
If a single Molly Jones has 4 transactions, we want to be sure we create 1 Contact for Molly Jones with 4 Transactions attributed to her, instead of 4 Molly Jones contacts each with 1 Transaction. Unless of course, you do have 4 separate Molly Joneses in your database, in which case we'll want the latter.
To make sure the data is imported correctly in such cases, we will use a unique ID:
- If you are exporting your data from another database, please include the CID (Contact ID) or other unique ID your current system uses. This will allow us to match the import with these existing unique IDs and get the data uploaded correctly.
- If you don't have unique IDs already, we'll match them by email. This means that all data with the same email address will be treated as related to the same contact.
- If any data does not have an associated email in it, we will assign our own ID and upload those individually. This means if you have multiple entries for "Molly Jones" that don't have an email, they will all be uploaded as separate people into the database. This also means that if you have multiple entries for "Molly Jones" and some have an email and some don't, the ones with the same email will get matched as the same person, but the ones that don't have an email will be created as new people.
It's not possible to undo or delete data imported due to errors in the submission file. To avoid duplicate errors, you'll want to review your data and clean it before submission.
(But if you do end up with duplicates in your database, don't worry. You can run a duplicate check and merge them pretty easily.)
2. Standard Flipcause Fields & Custom Fields
We will map your existing data fields to Flipcause data fields. Existing fields are composed of Flipcause standard Transaction Fields, Flipcause standard Contact Fields, and the custom fields that are in your Flipcause account. If your data file contains fields that don't match Flipcause standard fields, we will check to see if they match any custom fields in your account. If they don't match any custom fields in your account, we will create those custom fields in your account first, to allow the full data set to be imported.
(To see which custom fields are in your account, sign in to your Flipcause Dashboard and click on Custom Fields on the left-hand navigation menu.)
3. Remove any data you do not want to be imported before submitting your CSV.
We will import all data submitted. If you want anything excluded, please be sure to clean the file you submit to us and remove any unwanted information.
4. Remove special characters from your data before submitting your CSV.
Characters that cannot be imported into our database are as follows: "& @#$%^&*()+?". Remove them from your data to ensure a correct import.
As always, your Success Team is here for you every step of the way! Get support by sending us an email.