This lesson covers the steps of importing your own data, matching back to i360’s database, and applying tags. (5 mins)

Course Outline

Select 'Get Started' above to begin this lesson.

  • 1

    Introduction to Imports

    • Using the Import Tool

    • New Training Notification

    • Accessing Imports
  • 2

    Import Overview

    • Types of Imports

    • Import Checklist
  • 3

    Creating an Import

    • Import Home Page

    • Create New Import

    • File Details

    • Import Options

    • Global Tags
  • 4

    Map Fields

    • Contact Import (No ID)

    • Person ID Import

    • i360 UID Import

    • Voter ID Import

    • Outside ID Import
  • 5

    Tag Values (Optional)

    • Choosing Tag Values
  • 6

    Tag Columns (Optional)

    • Choosing Tag Columns

    • Tag Creation
  • 7

    Confirmation

    • Confirming Details
  • 8

    After Importing

    • Status

    • Import Details

    • Exceptions

    • Import Loading Time
  • 9

    Before you go...

    • Other Resources

    • Available Trainings

    • Before you go...

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