Review the Data
Member/Donor Field | Best Practices |
---|---|
First and Last Name (Columns B and C) |
First and last names serve as the labels for each relative point on the MissionInsite map. If your donors include companies or organizations, those names display in the Last Name field. If you don't want to import these, delete the rows from the file. |
Address (Columns D-H) |
Addresses are important for plotting data on a map. Make sure you:
|
Primary Phone and Email (Columns I and J) |
In MissionInsite, the primary phone number and email address display for a mapped location. These are not required. |
Member Field | Best Practices |
---|---|
Member Status (Column L) |
MissionInsite recognizes five member statuses:
This is not pulled from any PDS field. Add the member statuses in your file to match one of these numbers. |
Member by Means (Column M) |
MissionInsite recognizes four member by means statuses:
This is not pulled from any PDS field. Add these statuses in your file to match one of these numbers. |
Optional fields |
You can import these optional fields into MissionInsite and filter which individuals display on the map.
Review these fields in your file before importing. |