This is a paid for module that enables you to import data from the data destinations that support scheduling without any user interaction. We have an entire document dedicated to this area of Importacular so please take a look on our website here.
Importacular User Guide
- Overview
- Installation and Activation
- Settings
- Step 1 – Data Selection
- Step 2 – Creating Mappings
- Mapping Templates – Getting Started
- Import to Constituent
- Import to Address
- Import to Gift
- Import to Individual Relationships
- Import to Organisational Relationships
- Import to Solicitor/Canvasser
- Import to Participant
- Import to Education
- Import to Banks and Financial Relationships
- Import to Actions
- Import to Volunteers
- Volunteer Mapping
- Volunteer Types Mappings
- Skills and Experience Mapping
- Courses and Training Mapping
- Medical Information Mapping
- Volunteer Availability Mapping
- Assignment Interests Mapping
- Job Assignment Mapping
- Time Sheets Mapping
- Awards Mapping
- Needs Mapping
- Checklist Mapping
- Mandate Info Mapping
- Import to Prospect/Proposal
- Prospect Mapping
- Ratings Mapping
- Gifts to Other Orgs Mapping
- Financial Information Mapping
- Philanthropic Interests Mapping
- Will Not Give To Mapping
- Proposal Mapping
- Proposal Attribute Mapping
- Proposal Notepad Mapping
- Proposal Gift Link
- Proposal Action Link
- Proposal Solicitor Link
- Prospect/Proposal Area Settings
- Import to Membership
- Import to Honor/Memorial and Tribute
- Advanced Importing
- Avoiding Duplicates
- Step 3 – Review Data Prior to Import
- Step 4 – Validating and Importing
- Required Fields
- Acceptable Date Formats
- Home
- Docs
- Importacular User Guide
- Advanced Importing
- Scheduled Imports (for self-hosted and third party hosted users only)