Mass Entry of Data

If you have a large amount of member data that you need to add, we can assist you by converting that data. To begin the conversion process, please provide us with a CSV or Excel file containing the data you want to upload.

Uploading Simple Prospect Data

 If you have a file with email addresses, or email addresses and names (one per line) for prospects, you can easily load them into the system using our Mass-Entry tool. 

Follow these steps:

1. Go to the Member Database Admin section.
2. Click on “View Prospects.”
3. Scroll down to the bottom of the page.
4. Click on “Mass-Entry.”
5. On the screen that appears, paste your email data into the box at the top.
6. Select the lists, projects, and committees to which you want these prospects to be added.
7. Click “Continue.”
8. You will have the option to check or uncheck the records that will be added or changed.
9. Click “Continue.”
10. For emails that already exist in the database as prospects, members, or other records, they will be updated with the list, project, and committee selections you made.
11. For emails that are not already in the database, they will be added as prospect records with the list, project, and committee selections you made.

Using the Mass-Entry tool allows you to quickly and easily upload and manage prospect data on your own.