People Data

People Records

Import Fields

Here are the fields available for importing people 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
Title	Text	No	Maximum of 80 characters.
Last Name	Text	Yes	Maximum of 80 characters.
First Name	Text	Yes	Maximum of 80 characters.
Middle Name	Text	No	Maximum of 80 characters.
Preferred Name	Text	No	Maximum of 80 characters. If not specified, the First Name is used.
Salutation	Text	No	Maximum of 80 characters. If not specified, the First Name is used.
Gender	Text	No	If specified, this field must be one of the following: "Male", "Female", "Unknown" If not specified, the gender will be set to "Unknown".
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.
Cell	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 peopleID and the Import ID to correlate the donors. If text, maximum of 40 characters. This field is case sensitive.
Accounting Country	Text	No	If specified, use the country name found in "Admin/Lists/Accounting Country of Origin". For example, "US", "UK", "Iceland", etc. If not specified, your organization's default accounting country will be used.
Birth Date	Date	No	Format: yyyy-mm-dd For example, November 1st 2012 would be: 2012-11-01
Volunteer	Yes/No	No	If yes, a volunteer record is created for this person. This feature became available in Delightful Labor release 2.010.

Notes:

a new household is created for each entry. People can manually be moved into households after the import

Sample Import

Let's do a sample import of four people records. Initially the import file will have a few errors, to allow us to see the error messages. To begin, select "Admin / Import / People Records":

people import

We now select the CSV file from our computer:

people import

We are presented with the standard file open menu:

people import

We've selected our file, and now we click the "Import File" button:

people import

Ooops! Delightful Labor found a few problems in our import file. It tells us the problem and the line number in our input file.

people import

We go back to our CSV file, correct the errors, and try again. This time we were successful, and are directed to the import log. We see the entry for the import we just performed. We can look at the individual entries to make sure everything looks okay by clicking on the view icon ().