Understanding Imports - Getting your data in and updating it

Speaker(s): 
Eliot Mason

This is a session for CiviCRM beginners, or for someone already using CiviCRM and now needing to add or integrate data.  CiviCRM can do great things when importing and updating data, but there are limits to what it can do - especially when you are using custom fields!  This session will cover:

  1. Understanding what the Import functions can do - and won't do
  2. Best practices for importing relational data (families, organizations)
  3. Duplication checking (how to, when to and when to perform outside of CiviCRM)
  4. Data preparation - tools and procedures you can use to make your imports faster and more robust
  5. Updating your contact data with an external source
  6. Importing memberships, contributions, participants

 

Session Date and Time: 
Thursday, April 24, 2014 -
16:45 to 17:45
Role: 
User
Session type: 
Presentation
Room: 
Kinzie West