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 |
| 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. |
to create it. You can also select whether or not to overwrite existing data.
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