*Please note, Import is not included in Discover plans.
Volunteer data can be imported into your application.
When importing volunteer information, such as email address, first name, and last name, the corresponding fields must also exist on your volunteer application form (link)
The spreadsheet must be in a CSV format for the import to work correctly.
To import volunteer data into an application:
- Navigate to Volunteers > Import
- In Step 1, select the Application from the dropdown
- Within Step 2, click the Choose File button and select your CSV file from your computer.
(File will appear once selected)
- Within Step 3, use the field mapping tool to ensure the data is imported to the correct fields
- Within Step 4, select your Data Settings and check the box to receive a summary of your import (optional).
- Finally, click the “Import Now” at the bottom of the page
Learn how to introduce your volunteers to VolunteerLocal here.