Neon CRM's Import Manager allows you to import multiple addresses for new accounts. The process for importing addresses is different depending on the format of your data.
Imports that do not include Account ID numbers
Imports that include Account ID numbers - one address per row
Imports that include Account ID numbers - multiple addresses per row
Imports that do not include Account ID numbers
This option is available if you are importing data without account IDs. With this option, you can have a single row that contains the data for both of the addresses that you wish to import, as seen below:
When your data does not include account IDs, you can import a maximum of two addresses to each account.
To begin your import, first navigate to Tools Import Manager and click on New Import.
Provide a name for your import and enter No for the question Does your spreadsheet contain an Account ID column?
On Step 2, make sure the Accounts checkbox is selected, then click Save and Continue.
For How is your address data formatted in your spreadsheet?, select Each individual or company has multiple addresses. This will open more prompts. Select the answers that best fit your spreadsheet. Then select Next.
Upload your CSV file.
On the Import Column Mapping page, the system will auto-map the data. Be there that this is all correct based on your spreadsheet data. Then select Next.
On the Field Value Mapping page, confirm that Neon CRM has appropriately matched data options, then click Check My Data.
You will then be notified that your accounts have been imported. Click on Continue with Import for more information.
In the Addresses section of the updated account(s), you will now see both addresses.
Imports that include Account ID numbers - one address per row
This option is only available if you are importing data with ID numbers. The ID numbers may be Neon Account IDs, if you are updating existing Neon accounts with new address information, or Account IDs from a different data system. More information on importing accounts with IDs from another system is available here. With this option, you can import each address on a separate line of your spreadsheet. Each row must contain the Account ID.
Include the Is Primary? column. This column indicates whether the address is the constituent's primary address (yes) or an additional address (no).
To begin your import, navigate to Tools Import Manager and click on New Import.
In Step 1, provide a Title for your import. For Does your spreadsheet contain an Account ID column?, select Yes.
If you are using Neon Account ID numbers, select Yes for Are these account ID numbers from Neon CRM? and then select I am updating account information and/or importing new donations, event registrations, or membership transactions to existing accounts.
If you are using Account ID numbers from a different system, select No for Are these account ID numbers from Neon CRM. Then, select I am importing new accounts if the accounts in your spreadsheet are new to your Neon CRM system.
If your account IDs are from another system, you'll be asked to provide a name for your external system.
For How is your address data formatted in your spreadsheet?, select Each individual or company has multiple addresses, listed vertically in different rows of the spreadsheet. Then select Next.
Upload your CSV file.
On the Import Column Mapping page, the system will auto-map the data. Be there that this is all correct based on your spreadsheet data. Then select Next.
On the Field Value Mapping page, confirm that Neon CRM has appropriately matched data options, then click Check My Data.
You will then be notified that your accounts have been imported. Click on Continue with Import for more information.
In the Addresses section of the account(s), you will now see all of the imported addresses.
Imports that include Account ID numbers - multiple addresses per row
Use this method if your data includes multiple addresses in the same row, but you also have Account ID numbers. The ID numbers may be Neon Account IDs, if you are updating existing Neon accounts with new address information, or Account IDs from a different data system. More information on importing accounts with IDs from another system is available here.
With this method, you have a single row that contains two or more addresses for the same account:
Because the Import Manager only allows import of one address per row when the import includes Account IDs, this method includes two separate imports, one for primary address and one for secondary addresses. The import can be repeated additional times to add additional addresses, if the data contains three or more addresses per account.
To begin your import, navigate to Tools Import Manager and click on New Import.
In Step 1, provide a Title for your import. For Does your spreadsheet contain an Account ID column?, select Yes.
If you are using Neon Account ID numbers, select Yes for Are these account ID numbers from Neon CRM?
If you are using Account ID numbers from a different system, select No for Are these account ID numbers from Neon CRM. Then, select New accounts if the accounts in your spreadsheet are new to your Neon CRM system. If they are accounts that have been imported previously and you are simply updating the address information, choose Updating existing accounts and/or New Accounts.
If your account IDs are from another system, you'll be asked to provide a name for your external system.
For How is your address data formatted?, select Each individual or company has one address. Then click Next.
Upload your CSV file.
On the Import Column Mapping page, the system will auto-map the data. Be there that this is all correct based on your spreadsheet data. Then select Next.
On the Field Value Mapping page, confirm that Neon CRM has appropriately matched data options, then click Check My Data.
You will then be notified that your accounts have been imported. Click on Continue with Import for more information.