Crimson: Events Module Import Guide

The Events Module Import option allows you to add a list of invitees to an event.

Prepping Your File:

Before you begin importing please check your file for the following formatting and field requirements:

  • The file must be saved as an Excel File

 

Fields Available to Import:

COLUMNS TO INCLUDE

DESCRITPION

ID

Use field if the vendor already exists in Crimson.  This is suggested to avoid duplicate issues

People Type

Options:

I = Individual

P = Multi-Candidate Pac

O = Non Multi-Candidate Pac

R = Partnership & LLC

C = Candidate Campaign Committee

S = State or Local Party Committee

N = National Party Committee

T = Other

Prefix, First Name, Middle Name, Last Name, & Suffix

Each of these fields should be parsed out into their own separate column

Employer & Occupation

Each of these fields should be parsed out into their own separate column

Salutation * Informal Salutation

Use to search gift details like batch information, money type, coding, etc.

Spouse Name

Use to specify what amounts or fund codes to search for or exclude.

This is most helpful with historical data/incumbents.

Address Type

Only import one type at a time. Options:

H = Home

B = Business

S = Seasonal

O = Other

Street, Address Line 1, City, State, Zip, & Plus 4

Each of these fields should be parsed out into their own separate column

Home Phone, Business Phone, Fax, Cell Phone, & Email

Each of these fields should be parsed out into their own separate column

Event Status

Default status options in Crimson are: Invited, Confirmed, Attended

See below for more information on where to add/edit status options

Attend Date

Also known as the RSVP date

Table No

Use this field if using assigned table numbers for an event

Answer

Use this to answer the questions already created for an event.  Can answer up to 25 questions for an event.

 

Import Details

Click on the  button on the left side of the menu screen, and then click IMPORT.

 1. Upload the file. Select the file you’ve saved to your computer for import.
 2. Import type a. Select EVENT from the drop down menu, which is the last option.

b. Select the Event Code you are importing your invitees to. Or, if the event does not yet exist, click  to create it. You can also select whether or not to overwrite existing data.

 3. Map Fields The first column will display the column headers of your file.  The second column will have drop down menus with Crimson headers.  Map the fields together by selecting the corresponding Crimson headers for your file
 4. Validate Records Click  to scan your file for possible errors.  It will display a result if any occur or display a ready to import result.

 

 5. Import

Click Import Now for final import.

 6. Result The result of your import will display. If any errors occurred you would see them in the Status column. You may save your result to your computer.

 

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