Beacon's import templates lets you standardise how your data flows into Beacon.
For example, if you're like most nonprofits, you're probably taking donations in at least 5 different places, like:
- Virgin Money Giving
- BT MyDonate
- Your website
- Bank transfers
The records of each of the above are stored in separate places, and have different reporting formats. Import templates make it straightforward to import from all of these places - so you can store and report on all of your data in one secure place.
Creating an import template
In this example, let's say we're importing a spreadsheet that contains a list of people, including their names & email addresses. Here's an example file for us to use.
1) To create your first import template, go to Import data > Manage templates.
2) Click Create template, name your template, and select People. For now, we'll create a blank template. Click Create.
3) We now need to configure how your CSV files should flow into Beacon. To do this, you'll need to upload a sample CSV file for that template. Tip: all imports that you run using this template must have the same format of CSV.
Upload the example file.
4) After you upload, Beacon automatically reads the file and shows a preview of the file, including the first few rows of data.
5) We now need to configure the "field mappings". For each of the columns you'd like to import into Beacon, click the column heading, and pick the field that it should correspond to:
6) (Optional) You'll see that it's possible to add "Ignore values". Sometimes columns contain values that you don't want to import into the database (e.g. "Anonymous"), add any of those values here, if required.
7) You can also define some fixed data in your template - data that should be set on every single record that's created. For example, if you're importing a list of donors, you might want to set the following:
8) Last but not least, you can configure duplicate settings. These settings are very important, as they tell Beacon how to detect whether a row is a duplicate of data that has already been saved or not.
When importing people, we recommend using the email address to detect duplicates, so let's select email here:
Tip: don't see the email field in the dropdown? You probably haven't picked a column that "maps" to the email address. Do that first.
9) Save your template. You'll see it's now available on the Import data > Run import page!
Tip: Beacon has a growing number of pre-built "library" templates. These aren't special - they're just a set of CSV formats from widely-used platforms like JustGiving or Facebook.
When creating a new template, instead of creating a blank template, choose one from the library.
If you create a template from the library, you'll see that Beacon has uploaded a sample CSV file for you, and pre-set the following:
- Field mappings
- Fixed data
- Duplicate settings
After creating, feel free to change settings in the template as appropriate!