Import Guide

Using the Import Tool

1. Select ‘Settings’ on the top right-hand side.

2. Then select ‘Import Data’ under Account Settings.

3. Click ‘Choose File’ to locate the file you want to import.

4. Select the file you would like to Import and select ‘Open’.

5. Select the ‘Load File’ button to load the data from the spreadsheet.

6. Review the information loaded into Eleo. When you are done reviewing, click ‘Next’ on the top right to continue.

7. Use the dropdownsto assign each column in your file to a field in Eleo. It willautomatically match some fields but be sure to confirm it is mapping to the correctone. If there are any fields you do not need to import, you can select ‘Ignore – Do Not Import’.

NOTE: Some fields are limited to one value per contact (For Example: First Name). These fieldswill display red when duplicated and must be mapped to a different field. When you are done mapping, select ‘Next’.

8. This page will only display if the file has unrecognized data. If so, use the dropdown to select the correct data to match to in Eleo. When you are done, select ‘Next’.

9. Use the drop downs to choose which fields from your file you would like to match on. This refers to which fields (and how many characters from that field) that the import will compare when determining whether each contact in your file already exists in your database and/or if they are duplicated within the file itself. Typically you want to match on First and Last Name. When you are done selecting your matching options, click ‘Next’.

10. Use the dropdownsto select Default Values for all of the contacts being imported (ifyou would like). Anything highlighted in red is a required field and must have a default value. Then click ‘Next’.

11. Review the data to be imported. You can use the next and previous buttons to scrollthrough the pages of your import file. You can also set filters to search for certain data such as all invalid.

12. Invalid data will be indicated by a red font and an error message. These will need to be fixed in order to import. Usually this will happen if the data in a particular field is too long. You can correct this by clicking ‘Edit’ on the right-hand side of any lines in red, or if you decide you do not need to import it, you may select ‘Ignore’ on the left.

13. If you clicked ‘Edit’, you may click in the text box that needs data corrected.

The ‘Change’ button gives you a couple of options:

The ‘Lookup’ button allows you to choose which existing Eleo contact to update for this row, or select ‘New’ if you want that person to be entered as a new contact.

Once you are done making changes select ‘Save and Exit’.

14. When you are done editing and have fixed all of the invalid data, press ‘Next’.

15. When you are ready to start the import, select the ‘Import Data’ button.

16. When the import is finished it will display a summary of all contacts and/or gifts that were affected by the import.

Finished!!