❖ Heads up! This article is only intended for Center Site Managers.
If your site is switching from another volunteer management system, you probably already have a database of participating Agencies. If you’d like your Agencies imported into our system—or if you prefer to handle the import yourself—our team can help. Open the Message Widget in your Site Manager dashboard and request to speak to a human for the next steps.
At a minimum, your Agency-importing spreadsheet needs to include the following columns:
Agency name
Agency Manager's first name
Agency Manager's last name
Exporting Agency Data
You can export various types of Agency data into a spreadsheet. This can be done from your Reports area or the Agencies area.
Export Data for All Agencies
Go to Volunteerism > Agencies.
Click Export All Agencies to download this data to a CSV.
Export Specific Agency Data
To export specific Agency data, visit the Reports area of your site, where you can pick and choose from a variety of reports tailored to meet your reporting needs!