Profile Import

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    Joyce Elkins

    I don't see where this addresses how to import new profiles only and what Key Field to choose as it is required before moving forward. Because these are new profiles being imported, there are no key fields to connect to in the database. When I try to import, I must choose a Key Field. I am going around in circles.

    What am I missing?

  • Avatar
    Kinsey Mahan

    Hi Joyce - First, I noticed that you are using our Classic system, and this documentation is for the new platform. Here's a link to an article and a video abut the data import process in Classic.

    When you're doing any type of profile import, you'll need to select a Key Field. The Key Field has to be:

    • Populated for every profile you're importing
    • Unique for every profile you're importing

    Using the Key Field, the system will import each profile uniquely (for add only type imports) and validate that the profile does not already exist in the database or update existing profiles as needed (for update type imports). I usually recommend using email address or username as the key field, but only if every single user in your data file has an email/username and each one is unique. If you don't have a field like that in your data file, you can add a column with a number that's unique for each person being imported, like member number. Just make sure that the values you put in that new column are not populated for profiles that already exist in the database. 

    Because data imports are somewhat complex, I would recommend giving the Help Team a call so that they can walk you through your first data import in a quick phone call. Hope that helps!

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    Joyce Elkins

    Thanks, I'll give them a call!

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    Barbara Stacey (Edited )

    A rollback feature would be very helpful. Is that something that is in the works?

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    Kinsey Mahan

    Hi Barbara - We aren't currently working on a rollback feature, though we have received some feedback about it and could add it to the roadmap in the future. Please feel free to submit product feedback about this feature or others using this link.

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