Please note: This article refers only to legacy event registration data. At this time, Import Manager does not import event registration data for the new Events module.
Learn how to import your legacy event registration data in this step-by-step guide. There are steps you must take before you import your registration data. To tailor this help guide to better replicate your experience, use this help guide only if you do not have an account ID column. If you do, please follow the related help guide that will support your process.
Recommended Reading Before You Start
Instructions
Importing Your Legacy Event Registration Data
- Select Tools from the navigation menu and then select Import Manager from the drop-down menu.
- Select New Import.
- Complete Step 1: Choose Data.
a. Select Get Started.
b. Enter Import Name. Select Next.
c. Select No to “Does your spreadsheet contain Account ID?” because our spreadsheet does not include the Account ID column. Then, select Next.
d. Answer the question on this page. Because we are importing donation data, we will select Account + Event Registration Information. Then, select Next.
e. Answer the questions on this page. When finished, select Next.
f. On this page you can export your custom data template. This feature is optional. Select Export Template and then Next.
Note: If you are using the given templates, be sure to remove the first two rows before importing.
When saving the excel spreadsheet, make sure it is saved as an .xlsx (Excel) or .csv file.
Once your data is in the template, delete any columns that do not contain any constituent data.
- Complete Step 2: Column Mapping.
Upload your .xlsx or .csv file and select Next.
- Neon CRM will automatically map your data columns to the corresponding standard or custom fields. Check to make sure all the fields are accurate. Because the custom fields were not configure under global settings before starting the import, the fields are mapped to “Create As New Field”. When finished, select Next. Please note: The custom fields created in the Import Manager are only Account custom fields. If you wish to import data into Donation, Membership, or Event custom fields, you must create these fields before you conduct the import.
Note: If you are using your own template, take extra time to review the mapped fields, and select the appropriate option from the drop down.
- The Field Mapping page may appear if the system wants to verify specific import field data. When finished, select Next.
- Match the Event Names from your spreadsheet to events that already exist in Neon CRM, or select "Create New Event" if the event doesn't exist in Neon CRM yet. For new events you are creating here, the Start Date and End Date are required. When finished, select Check My Data.
- The import manager will check your data for any errors, if any errors appear on your spreadsheet they will be listed here. If you receive the message “Mapping Successful” select Continue with Import.
- The Import Manager is working on your data. You will receive a notification via email, or via the bell icon in the top right of your CRM, when your import is complete. Select Close and Exit.