3. Import file and verify

Your file is ready and Genkgo Organization has been configured. Now it is time to load the data in the file into the Organization. Follow the steps beneath:

Step 1. Select the correct folder in the Organization tree.

  • Make sure you open the correct folder. For example, if you want to import member data in the folder ‘Members’, go to the folder ‘Members’.

Step 2. Import the file via ‘Import’.

Step 3. Choose the Object type you will import (Person, Member, Company).

Step 4. Select the correct file in your computer.

  • Click ‘Choose file’
  • Go to the location of the file on your computer.

Step 5. Select the correct file format

  • The file format should match the extension of the file you created in part 1. Accepted formats are *.xls, *.xlsx, *.ods, and *.csv.

Step 6. Click on ‘Import’.

Step 7. Assign columns from the file to fields in the Organization.

  • Make sure that all columns you import match an Organization field.
  • It is possible to automatically generate a display name for the imported objects.
  • You can directly subscribe the imported persons or companies to your newsletter by clicking ‘yes’.
  • Make sure to not forget any fields. If you do, you will need to import again.

Step 8. Save the data and the system will process the import.

  • Processing the import will take 5 to 10 minutes.

Step 9. Check whether all data from the file have been correctly imported.

  • Go to the file where the imported data should be located.
  • Open one of the new profiles.
  • Are there any missing fields?
  • Do all fields have the correct name?
  • Are all fields with a date imported correctly?

Step 10. Check your file for special characters.

  • Are special characters (e.g. ‘ñ’ or ‘é’) imported correctly?

Step 11. Is the file imported correctly?

  • Yes
    • Congratulations! You can now work with the imported data.
  • No
    • Have you been able to track down any mistakes? You can delete wrongly imported data and go through all the steps again.
    • Have you not been able to track down mistakes? Try to describe the problem as well as possible and e-mail us.