❖ Heads up! This article is only intended for Center Site Managers.
By the end of this article, you will be able to:
Understand how Agency imports work
Identify the required fields for an Agency-import spreadsheet
Export all Agency data or specific Agency data from your site
Importing Agency Data
If your site is transitioning from another volunteer management system, you may already have a list of participating Agencies. You can request an Agency import, or complete the import yourself with help from our team.
To get started, open the Message Widget in your Site Manager dashboard and ask to speak to a human for next steps.
Required Columns for an Agency-Import Spreadsheet
Agency Name
Agency Manager First Name
Agency Manager Last Name
Exporting Agency Data
You can export Agency information from either the Agencies area or the Reports area of your site.
Export All Agencies
Go to Volunteerism > Agencies.
Click Export All Agencies to download all Agency data as a CSV file.
Export Specific Agency Data
To export a specific set of Agency information, visit the Reports area of your site, where you can select from multiple report options tailored to your needs.