Add support for Excel List Import

If you have a list of constituents, actions, or gifts entered into excel, there should be a way to import them en masse, rather than entering them one by one. This would require a few things: standardized column names, constituent ids rather than just names, and then standardized column inputs. That way, everything lines up with the fields for an action or gift entry.

  • Guest
  • May 25 2022
  • Reviewed: Voting Open
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  • Guest commented
    15 Jan 19:25

    I use this feature all the time in database view. When I tried to do it there yesterday, it seemed like BB has given up on database view - it was hard to manipulate (the scroll arrow was tiny!). I need to bring a list of email addresses into RE to a) see if they're already in the system and b) add them if they're not. I can't figure out how to do this on NXT.