Business Records

Import Fields

Here are the fields available for importing business records. The field name is the column title in your CSV file. If a field is not required, you can omit the column.

Field Name	Type	Required?	Notes
Business Name	Text	Yes	Maximum of 80 characters.
Address 1	Text	No	Maximum of 80 characters.
Address 2	Text	No	Maximum of 80 characters.
City	Text	No	Maximum of 80 characters.
State	Text	No	Maximum of 40 characters.
Country	Text	No	Maximum of 40 characters.
Zip	Text	No	Maximum of 40 characters.
Phone	Text	No	Maximum of 40 characters.
Email	Text	No	If specified, the field must be in a valid email format. Maximum of 120 characters.
Import ID	Text or Integer	No	This field is useful when importing from another system that provides record IDs. When importing gifts, you can use the newly assigned businessID and the Import ID to correlate the donors. If text, maximum of 40 characters. This field is case sensitive.

Sample Import

We will now run a sample business record import. Our CSV file has a header record and four data records. To begin, we select "Admin / Import / Business/Organization Records":

import business records

We select the CSV file on our computer:

import business records

We now click "Import File" to upload our CSV file:

import business records

In this example, we attempted to import a record with an improperly formated email address. Delightful Labor notifies us of the error and cancels the import.

import business records