Importing Supporters to Groups

Process

If you already have supporter data in CSV format with which to populate your supporter groups, you can add that to SupporterBase in bulk via the Imports feature on the left-hand side menu. To import supporter data:

1. Click Imports > New Import.
2. Select a CSV file.
3. Select Import Type > New Supporters.
4. Select the supporter group you would like to add the data to.
5. Decide whether you would like the import to override existing date. Where your import includes data for existing supporters in your group, selcting this option will replace any existing data in SupporterBase with the data from the CSV import.

There is no restriction on the column headers required for the CSV import. You will be prompted to map the columns of your CSV import to the appropriate SupporterBase data fields. This helps prevent any data entry mistakes, or the introduction of incomplete records to your supporter groups.

Permissions

Only admins and captains have the ability to import supporters to groups.

Important note on minimum data requirements In order for people to be added to SupporterBase (via any of the methods outlined above) they must meet minimum data requirements. This means they must:

• Have the relevant group tags applied, as well as the master 'supporterbase' tag;
• Have either a valid phone number OR email;
• Have either a valid first name or last name; and
• Be contactable i.e. they have not unsubscribed from contact.
• Also ensure that only standard characters are present in your spreadsheet.