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Preparing your data correctly is essential for a smooth and successful bulk upload. This course walks you through the process of gathering external data, formatting it properly, and using the EveryAction import template to streamline your import process.

To complete this course, you must:
  • Watch the training video OR
  • Register for and attend the live training with Q&A OR
  • Review the help article
  •  AND
  • Complete the knowledge check
Summary

Summary

This course guides nonprofit professionals through best practices for preparing data imports using EveryAction’s Bulk Upload tool. You’ll learn how to gather, clean, and format external data sources like CSV or Excel files for smooth importing into your CRM.

What You’ll Learn in This Course

  • How to gather data from external systems for use in EveryAction
  • Key formatting requirements and pre-upload considerations
  • How to use the official EveryAction import template
  • Why pre-creating fields, codes, and segments improves accuracy
  • File naming conventions and size limitations to avoid errors
  • How to separate and organize individual vs. organization contacts
  • Tips for testing small uploads to minimize issues and ensure clean data

By the end of this course, you’ll be ready to confidently prepare and import data into EveryAction with efficiency and accuracy.