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Overview
The Veracross Data Importer allows schools to import entity events, which are associated with particular persons, households, or organizations. Note that entity events are often referred to as individual events in Axiom (and thus distinguished from group events). This particular import type is powerful because entity events are used in many different areas of the system. This article covers the fields needed in the CSV import.
Example Use Cases
- Development moves and notes from a legacy system might be imported.
- Group events can easily have their attendees lists (guests) imported.
- The “Welcome Email Sent” events can be inserted into the database proactively to avoid sending unwanted welcome emails
Preparing the Data for Import
Prepare a comma separated value (CSV) file containing data for the fields listed below. This CSV file must contain all of the required columns in the order listed below, even if no content is populated in the non-required columns. Upload the CSV using the Data Importer.
Fields on the Import Type Template
Fields marked with an asterisk (*) are required to have data.
| person_id* or household_id* or organization_id* | All three columns must be present in the CSV column headers, but for any given row in the template, there must be one and only one ID value provided: person_id, household_id, or organization_id. Including a value in more than one column will cause an error. The person, household, or organization must already exist in Veracross. The ID can be found on a Find Person, Find Household, or Find Organization query. |
| event_date* | Standard date formats accepted: yyyy-MM-dd, mm/dd/yy, mm-dd-yy, mm-dd-yyyy, mm/dd/yyyy |
| entity_event_type_ID* | Requires the integer value for “entity_event_type_id”. Run the Individual Event Types query on System homepage to find the IDs. |
| subject | Depending on the event type, it will often be appropriate to provide a subject line, which functions much like an override description of the individual event. |
| assigned_to_person_id | Some events will have next-action workflows, and “assigned to person” can be specified in the import. Use Veracross Person ID for this field. The person must already exist in Veracross. |
| event_classification_id | Some events will be classified, and this classification can be specified in the import. To find the Event Classifiction ID, run an “Individual Event Classifications” query on the System homepage. |
| notes | Supply any notes for the event. This is the primary content field for most event types and workflows. |
| start_time | 12-hr (2:15 PM) and 24-hr (14:15) time formats accepted. |
| group_event_id | Entity events form the basis of Group Event invitation workflows, development appeals, etc. If these individual events are to be associated with a group event, then supply the Group Event ID value for the associated group event. Find that ID value by running a Find Group Events query. |
| attendance_status_id | Defaults to “Invited.” Requires the ID for the attendance status. They are: 0: Invited |
| entity_event_status | Can be either id or entity event status:
If left blank, the status will default to "Pending". |
| tag | Supply a text tag if desired for organizational, reporting, or workflow purposes. Limited to 30 characters. |
| follow_up_person_id | Some events will have follow-up workflows, and “follow up person” can be specified in the import. Run a Find Person query to find the Person ID. The person must already exist in Veracross. |
| follow_up_date | Standard date formats accepted: yyyy-MM-dd, mm/dd/yy, mm-dd-yy, mm-dd-yyyy, mm/dd/yyyy |
| follow_up_complete | Binary field. For yes, enter a 1. For no, enter a 0. |
| follow_up_notes | Supply any follow-up notes. |
| campaign_id | If this import is being used to import Development “Moves” or other individual events, the campaign those events are associated with may be specified. The campaign_id requires an integer which may be identified using the Campaigns query in Axiom. |
| development_stage_id | If this import is being used to import Development “Moves” or other individual events, the donor’s Stage may be specified. The development_stage_id requires an integer, which may be identified using the Stages query in Axiom. |