Heads up! This article is only intended for Site Managers.
By the end of this article, you will be able to:
Identify the available import template types
Understand what each template is used for
Determine which columns to include when preparing your data
Available Import Templates
Use the following templates when preparing your data for import into your Get Connected site.
Agency or Program
Agencies (or Programs) are areas where Site Managers create volunteer Needs or Opportunities specific to their organization.
Common columns to include:
Agency or Program Name (Required)
Manager First Name & Last Name
Manager Email
Address
Phone Number
Directions
EIN
Facebook Link
Hours of Operation
What We Do
Who We Are
Twitter Link
Website URL
User Group
User Groups allow volunteers to be grouped under a shared “umbrella.” This makes it easier to track engagement and coordinate participation across a larger group.
Common columns to include:
User Group Title (Required)
Description
Allowed Email Domains
Users
Users are individuals who have accounts on your Get Connected site.
Common columns to include:
First Name (Required)
Last Name (Required)
Email (Required)
Address
Phone
Date of Birth
Tags
Company / Company Title
User Groups
Needs or Opportunities
Needs (Opportunities) are volunteer activities that users can respond to and participate in.
Common columns to include:
Program Name (Required)
Need/Opportunity Title (Required)
Duration Type, e.g., ongoing, flexible, multi-date (Required)
Date (Required)
Description
Address
Additional Notification Recipient Emails
Number of Volunteers Needed
Individual Hours
Individual Hours are imported as historical records. These are linked only to a user’s account and are not associated with Agencies/Programs or Needs/Opportunities.
Common columns to include:
User Email (Required)
Hours Date Served YYYY-MM-DD (Required)
Number of Hours Served (Required)
Description
Responses & Hours
Responses & Hours are imported to associate volunteer activity with both Needs/Opportunities and Agencies/Programs.
Common columns to include:
User Email (Required)
Agency ID
Need ID
Date Hours were Completed
Number of Hours Served
Description
Please note: Agencies or Programs with Needs or Opportunities MUST exist on your site before completing this import.
Qualifications
Qualifications help to ensure volunteers meet specific requirements when responding to Opportunities. A qualification import is a way to bring over users who have already completed and passed or been approved previously, and who you don’t want to go through the qualification process again.
Qualifications can be imported for an additional cost of $75/hr (1-hour minimum).
These are typically the last imports completed in an import project.
Common columns to include:
Qualifications ID (Required)
Qualification Title (Required)
User Email Address (Required)
User Qualification Status, e.g., Approved, Declined, Pending (Required)
User Qualification Response (Required)
User Qualification Expiration Date (Required)
FAQ
Q. Do I need to include every column listed?
A. No. These are examples of commonly used columns. Include only the columns marked (Required) and any fields relevant to your data.