Profile Data That Can Be Imported Into Atlas

The Import Profile Data From Excel tool is available to allow you to quickly add basic profile information to your database. With this tool, the following information can be imported into Atlas:

Organization Profile Information:

    Organization Name
    External ID*
    Address Line 1
    Address Line 2
    City
    State
    Zip
    Zip Ext. (+4)
    Country
    Work Phone
    Phone Extension
    Home/Other Phone
    Fax
    E-mail
    Website
    

In addition to the above information for an organization, you can also import the following information about an Individual:

    Individual First Name
    Individual Last Name
    Individual MI
    Individual Prefix
    Individual Suffix
    Job Title
    Address Line 1
    Address Line 2
    City
    State
    Zip
    Zip Ext. (+4)
    Country
    Work Phone
    Phone Extension
    Home/Other Phone
    Fax
    E-mail
    Website

You can also set the relationship between the Organization and the Individual.  This is usually set to Employer-Employee. These related profiles can be flagged as the Main Contact of an organization, or simply imported as employees.

On all of the imported profiles, you can choose whether the Member or Prospect flag should be set as true. You can also update the External Profile ID for the primary imported profiles.

If you are importing multiple individual profiles related to the same organization, you need identify the same organizations using the OrgMatchKey field. This value is not imported, but is used by the system to determine which organizations are the same and do not need to be imported multiple times. For example, if you have three different employees for ABC Organization, you'll need to have three rows for ABC Organization with each of the three employees info, with a "1" in the OrgMatchKey field for all three rows. The value doesn't matter - as long as OrgMatchKey is the same, the system will only import the individual and not duplicate organizations.

Finally, you can add affiliation codes to the imported profiles if you have columns in the spreadsheet for a certain type of affiliation codes. You can include any number of additional affiliation code columns, titled "AffCode3", "AffCode4" etc.

When you set up your initial Excel spreadsheet, you may not include columns of data for anything that is not listed in this article. The import will not allow you to proceed until the source file is properly formatted with these columns. 

 

* External ID is an optional database field that not all clients have by default. If you would like to turn on External ID in your database, please contact Support.

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