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Importing User Profiles | Better Impact Help Center

Importing User Profiles

Learn about importing users including Volunteers, Donors, Members and Clients

Note: Please note that importing volunteer profiles and information to multiple volunteer profiles in bulk, is a billable service. Reach out to support find out to more!

Preparing Your Data for Import

File format:

  • Spreadsheet must be saved as a Microsoft Excel file in .XLSX format.

  • Worksheet containing the user data to be imported must be named “UserData“.

Spreadsheet must be saved as a Microsoft Excel file in .XLSX format.

Worksheet containing the user data to be imported must be named “UserData“.

Worksheet Layout:

  • First row of the spreadsheet must contain the column headings. Start the user contact information on row 2.

  • Column heading names must be exactly as specified (and in the same order as) in the “Column Definitions” requirements (below).

  • Columns that your organization does not use must not be deleted from the spreadsheet.

First row of the spreadsheet must contain the column headings. Start the user contact information on row 2.

Column heading names must be exactly as specified (and in the same order as) in the “Column Definitions” requirements (below).

Columns that your organization does not use must not be deleted from the spreadsheet.

Formatting:

  • Do not merge, filter, wrap or hide columns

  • Columns other than date columns must be formatted within Excel as “General”

  • All date columns must be consistently formatted; as our import software requires this before we can proceed with any data imports

    • For North America, please ensure your dates are all consistently formatted as MM/DD/YYYY (Month/Day/Year)

    • For UK/EU/AU/NZ, please ensure your dates are consistently formatted as DD/MM/YYYY (Day/Month/Year)

Do not merge, filter, wrap or hide columns

Columns other than date columns must be formatted within Excel as “General”

All date columns must be consistently formatted; as our import software requires this before we can proceed with any data imports

  • For North America, please ensure your dates are all consistently formatted as MM/DD/YYYY (Month/Day/Year)

    • For North America, please ensure your dates are all consistently formatted as MM/DD/YYYY (Month/Day/Year)

  • For UK/EU/AU/NZ, please ensure your dates are consistently formatted as DD/MM/YYYY (Day/Month/Year)

    • For UK/EU/AU/NZ, please ensure your dates are consistently formatted as DD/MM/YYYY (Day/Month/Year)

    IMPORTANT: It is essential that any data to be imported conforms to the specifications listed above. Incomplete or improperly formatted data cannot be processed. All columns must be included (in the correct order) even if you do not use them.

    Note: Importing of custom information (i.e. Custom Fields, Qualifications, General Interests, General Availability and Hours Log values) is subject to additional fees, as are subsequent “standard” imports. Please contact us if you wish for a quote on your custom import. When preparing a custom import file, please ensure that there is one row per user profile and the custom information is added in columns to the right of the “Status” column.

    Sending us your Data

    Let us know when your data import spreadsheet is ready. We will enable the Secure File Exchange to enable you to securely share import and results files. Once that is done, you can upload your spreadsheet by following the steps below: Go to: Configuration then click on “Secure File Exchange” found in the sidebar under Organization Settings

    1. Click on the [Browse] button to select and upload your data import spreadsheet

    2. Enter a description of your import in the “Description” field (example: you might want to let us know the desired language and username prefix here)

    3. Click the [Submit] button. Better Impact staff will be alerted that your data import is ready to be processed

    Click on the [Browse] button to select and upload your data import spreadsheet

    Enter a description of your import in the “Description” field (example: you might want to let us know the desired language and username prefix here)

    Click the [Submit] button. Better Impact staff will be alerted that your data import is ready to be processed

    Once your data has been uploaded, you can download the results of the import (i.e. usernames and passwords that were generated) by following the steps below:

    1. Go to: Configuration then click on “Secure File Exchange” found in the sidebar under Organization Settings

    2. You will see the list of file names, descriptions, and the date they were uploaded

    3. Mouse over the Options icon to the left of the results file

    4. Select “Download”

    Go to: Configuration then click on “Secure File Exchange” found in the sidebar under Organization Settings

    You will see the list of file names, descriptions, and the date they were uploaded

    Mouse over the Options icon to the left of the results file

    Select “Download”

    All files in the Secure File Exchange are removed after 1 year. Download any files that you would like to retain.

    Column Definitions

    All columns listed below must be included in your spreadsheet. Columns where a value is required are marked with an asterisk (*).

    • Salutation: maximum 50 characters (e.g. Mr, Miss, Mrs, Ms, etc.)

    • *FirstName: maximum 50 characters (enter “please update” if the value is not known)

    • *LastName: maximum 50 characters (enter “please update” if the value is not known)

    • MiddleName: maximum 50 characters

    • Suffix: maximum 50 characters

    • Pronouns: maximum 50 characters

    • LegalFirstName: maximum 50 characters

    • *AddressLine1: maximum 50 characters (enter “please update” if the value is not known)

    • AddressLine2: maximum 50 characters

    • *City: maximum 50 characters (enter “please update” if the value is not known)

    • *Province (Canada), State (USA, Australia, New Zealand, Mexico) or County (UK, Ireland): use the appropriate code for the province/state/county (see section below for a list of codes) (enter “please update” if the value is not known)

    • *Country: enter the correct country from the listing of countries (see section below for a list of countries) (enter “please update” if the value is not known)

    • *PostalCode (Canada), ZipCode (USA), PostCode (UK, Australia): maximum 50 characters (enter “please update” if the value is not known)

    • HomePhone: maximum 25 characters, ONE phone number only (spaces permitted)

    • WorkPhone: maximum 25 characters, ONE phone number only (spaces permitted)

    • WorkPhoneExt: maximum 10 characters, numeric values only (no dashes, spaces or other characters)

    • CellPhone or MobilePhone: maximum 25 characters, ONE phone number only (spaces permitted)

    • EmailAddress: maximum 100 characters, ONE valid email address only

    • SecondaryEmailAddress: maximum 100 characters, ONE valid email address only

    • Birthday: consistently and fully formatted (month, day and year)

    • *DateJoined: consistently and fully formatted (month, day and year)

    • *Status: enter the correct profile status

    Salutation: maximum 50 characters (e.g. Mr, Miss, Mrs, Ms, etc.)

    *FirstName: maximum 50 characters (enter “please update” if the value is not known)

    *LastName: maximum 50 characters (enter “please update” if the value is not known)

    MiddleName: maximum 50 characters

    Suffix: maximum 50 characters

    Pronouns: maximum 50 characters

    LegalFirstName: maximum 50 characters

    *AddressLine1: maximum 50 characters (enter “please update” if the value is not known)

    AddressLine2: maximum 50 characters

    *City: maximum 50 characters (enter “please update” if the value is not known)

    *Province (Canada), State (USA, Australia, New Zealand, Mexico) or County (UK, Ireland): use the appropriate code for the province/state/county (see section below for a list of codes) (enter “please update” if the value is not known)

    *Country: enter the correct country from the listing of countries (see section below for a list of countries) (enter “please update” if the value is not known)

    *PostalCode (Canada), ZipCode (USA), PostCode (UK, Australia): maximum 50 characters (enter “please update” if the value is not known)

    HomePhone: maximum 25 characters, ONE phone number only (spaces permitted)

    WorkPhone: maximum 25 characters, ONE phone number only (spaces permitted)

    WorkPhoneExt: maximum 10 characters, numeric values only (no dashes, spaces or other characters)

    CellPhone or MobilePhone: maximum 25 characters, ONE phone number only (spaces permitted)

    EmailAddress: maximum 100 characters, ONE valid email address only

    SecondaryEmailAddress: maximum 100 characters, ONE valid email address only

    Birthday: consistently and fully formatted (month, day and year)

    *DateJoined: consistently and fully formatted (month, day and year)

    *Status: enter the correct profile status

    Sample Spreadsheets for your Region

    A sample spreadsheet for your region can be downloaded by clicking on the desired link below:

    Volunteer Sample Spreadsheets

    Canada Sample Spreadsheet - Volunteer

    United States of America Sample Spreadsheet – Volunteer

    United Kingdom and the Republic of Ireland Sample Spreadsheet – Volunteer

    Australia and New Zealand Sample Spreadsheet – Volunteer

    Client Sample Spreadsheets

    Canada Sample Spreadsheet – Client

    United States of America Sample Spreadsheet – Client

    United Kingdom and the Republic of Ireland Sample Spreadsheet – Client

    Australia and New Zealand Sample Spreadsheet – Client

    Donor Sample Spreadsheets

    Canada Sample Spreadsheet – Donor

    United States of America Sample Spreadsheet – Donor

    United Kingdom and the Republic of Ireland Sample Spreadsheet – Donor

    Australia and New Zealand Sample Spreadsheet – Donor

    Member Sample Spreadsheets

    Canada Sample Spreadsheet – Member

    United States of America Spreadsheet – Member

    United Kingdom and the Republic of Ireland Sample Spreadsheet – Member

    Australia and New Zealand Sample Spreadsheet – Member

    Enterprise Imports

    If you are importing data for profiles in multiple organizations, you’ll need to include each organization’s name as a separate column immediately after the “Status” column.

    • Each profile in your import must belong to at least one organization (but can belong to multiple organizations)

    • To indicate that a profile is part of an organization, enter a “1” (or “X” or “Yes”) in the column corresponding to the organization to which they belong

    Each profile in your import must belong to at least one organization (but can belong to multiple organizations)

    To indicate that a profile is part of an organization, enter a “1” (or “X” or “Yes”) in the column corresponding to the organization to which they belong

    Provinces, States, Counties

    Below, you will find lists of the 2-3 character codes for the provinces/states/counties used in a data import.
    ​

    Canada: Provinces and Territories

    AB – Alberta
    ​BC – British Columbia
    ​MB – Manitoba
    ​NB – New Brunswick
    ​NL – Newfoundland
    ​NT – Northwest Territories
    ​NS – Nova Scotia
    ​NU – Nunavut
    ​ON – Ontario
    ​PE – Prince Edward Island
    ​QC – Québec
    ​SK – Saskatchewan
    ​YT – Yukon Territory
    Use ’00 if not known or not applicable.

    USA: States

    AL – Alabama
    ​AK – Alaska
    ​AZ – Arizona
    ​AR – Arkansas
    ​CA – California
    ​CO – Colorado
    ​CT – Connecticut
    ​DE – Delaware
    ​DC – District of Columbia
    ​FL – Florida
    ​GA – Georgia
    ​HI – Hawaii
    ​ID – Idaho
    ​IL – Illinois
    ​IN – Indiana
    ​IA – Iowa
    ​KS – Kansas
    ​KY – Kentucky
    ​LA – Louisiana
    ​ME – Maine
    ​MD – Maryland
    ​MA – Massachusetts
    ​MI – Michigan
    ​MN – Minnesota
    ​MS – Mississippi
    ​MO – Missouri
    ​MT – Montana
    ​NE – Nebraska
    ​NV – Nevada
    ​NH – New Hampshire
    ​NJ – New Jersey
    ​NM – New Mexico
    ​NY – New York
    ​NC – North Carolina
    ​ND – North Dakota
    ​OH – Ohio
    ​OK – Oklahoma
    ​OR – Oregon
    ​PA – Pennsylvania
    ​RI – Rhode Island
    ​SC – South Carolina
    ​SD – South Dakota
    ​TN – Tennessee
    ​TX – Texas
    ​UT – Utah
    ​VT – Vermont
    ​VA – Virginia
    ​WA – Washington
    ​WV – West Virginia
    ​WI – Wisconsin
    ​WY – Wyoming
    Use ’00 if not known or not applicable.

    Australia: States and Territories

    ACT – Australian Capital Territory
    ​NSW – New South Wales
    ​N T – Northern Territory
    ​QLD – Queensland
    ​SA – South Australia
    ​TAS – Tasmania
    ​VIC – Victoria
    ​W A – Western Australia
    Use ’00 if not known or not applicable.

    New Zealand: States

    Please use ’00 for the state field

    Mexico States

    MX01 – Aguascalientes
    MX02 – Baja California
    MX03 – Baja California Sur
    MX04 – Campeche
    MX05 – Chiapas
    MX06 – Chihuahua
    MX07 – Ciudad de México
    MX08 – Coahuila
    MX09 – Colima MX10 Durango
    MX11 – Guanajuato
    MX12 – Guerrero
    MX13 – Hidalgo
    MX14 – Jalisco
    MX15 – Michoacán
    MX16 – Morelos
    MX17 – México
    MX18 – Nayarit
    MX19 – Nuevo León
    MX20 – Oaxaca
    MX21 – Puebla
    MX22 – Querétaro
    MX23 – Quintana Roo
    MX24 – San Luis Potosí
    MX25 – Sinaloa
    MX26 – Sonora
    MX27 – Tabasco
    MX28 – Tamaulipas
    MX29 – Tlaxcala
    MX30 – Veracruz
    MX31 – Yucatán
    MX32 – Zacatecas

    England: Counties

    E01 – Avon
    ​E02 – Bedfordshire
    ​E03 – Berkshire
    ​E04 – Buckinghamshire
    ​E05 – Cambridgeshire
    ​E06 – Cheshire
    ​E07 – Cleveland
    ​E08 – Cornwall
    ​E09 – Cumberland
    ​E53 – Cumbria
    ​E10 – Derbyshire
    ​E11 – Devon
    ​E12 – Dorset
    ​E13 – Durham
    ​E14 – East Sussex
    ​E15 – Essex
    ​E16 – Gloucestershire
    ​E54 – Greater Manchester
    ​E17 – Hampshire
    ​E18 – Herefordshire
    ​E19 – Hertfordshire
    ​E20 – Huntingdonshire
    ​E21 – Isle of Wight
    ​E22 – Kent
    ​E23 – Lancashire
    ​E24 – Leicestershire
    ​E25 – Lincolnshire
    ​E56 – London
    ​E26 – Merseyside
    ​E27 – Middlesex
    ​E28 – Norfolk
    ​E29 – Northamptonshire
    ​E30 – Northumberland
    ​E31 – North Humberside
    ​E32 – North Yorkshire
    ​E33 – Nottinghamshire
    ​E34 – Oxfordshire
    ​E35 – Rutland
    ​E36 – Shropshire
    ​E37 – Somerset
    ​E38 – South Humberside
    ​E39 – South Yorkshire
    ​E40 – Staffordshire
    ​E41 – Suffolk
    ​E42 – Surrey
    ​E43 – Sussex
    ​E55 – Tyne and Wear
    ​E44 – Warwickshire
    ​E45 – West Midlands
    ​E46 – Westmorland
    ​E47 – West Suffolk
    ​E48 – West Sussex
    ​E49 – West Yorkshire
    ​E50 – Wiltshire
    ​E51 – Worcestershire
    ​E52 – Yorkshire
    Use E00 if not known or not applicable.

    Scotland: Counties

    S01 – Aberdeenshire
    ​S02 – Angus/Fofarshire
    ​S03 – Argyllshire
    ​S04 – Ayrshire
    ​S05 – Banffshire
    ​S06 – Berwickshire
    ​S07 – Buteshire
    ​S09 – Caithness
    ​S10 – Clackmannanshire
    ​S08 – Cromartyshire
    ​S11 – Dumfries and Galloway
    ​S12 – Dunbartonshire
    ​S35 – Dundee
    ​S36 – East Ayrshire
    ​S37 – East Dunbartonshire
    ​S13 – East Lothian
    ​S38 – East Renfrewshire
    ​S39 – Edinburgh
    ​S40 – Falkirk
    ​S14 – Fife
    ​S41 – Glasgow
    ​S42 – Highland
    ​S43 – Inverclyde
    ​S15 – Inverness-shire
    ​S16 – Kincardineshire
    ​S17 – Kinross-shire
    ​S18 – Kirkcudbrightshire
    ​S19 – Lanarkshire
    ​S20 – Midlothian
    ​S21 – Morayshire
    ​S22 – Nairnshire
    ​S44 – North Lanarkshire
    ​S23 – Orkney
    ​S24 – Peeblesshire
    ​S25 – Perthshire
    ​S26 – Renfrewshire
    ​S27 – Ross-shire
    ​S28 – Roxburghshire
    ​S45 – Scottish Borders
    ​S29 – Selkirkshire
    ​S30 – Shetland
    ​S46 – South Ayrshire
    ​S47 – South Lanarkshire
    ​S31 – Stirlingshire
    ​S32 – Sutherland
    ​S48 – West Dunbartonshire
    ​S33 – West Lothian
    ​S49 – Western Isles
    ​S34 – Wigtownshire
    Use E00 if not known or not applicable.

    Wales: Counties

    W01 – Anglesey
    ​W28 – Blaenau Gwent
    ​W02 – Brecknockshire
    ​W14 – Bridgend
    ​W03 – Caernarfonshire
    ​W15 – Caerphilly
    ​W16 – Cardiff
    ​W05 – Cardiganshire
    ​W04 – Carmarthenshire
    ​W17 – Ceredigion
    ​W18 – Conwy
    ​W06 – Denbighshire
    ​W07 – Flintshire
    ​W19 – Gwynedd
    ​W09 – Merioneth
    ​W20 – Merthyr Tydfil
    ​W10 – Monmouthshire
    ​W11 – Montgomeryshire
    ​W21 – Neath Port Talbot
    ​W22 – Newport
    ​W12 – Pembrokshire
    ​W23 – Powys
    ​W13 – Radnorshire
    ​W24 – Rhondda Cynon Taff
    ​W25 – Swansea
    ​W26 – Torfaen
    ​W08 – Vale of Glamorgan
    ​W27 – Wrexham
    Use E00 if not known or not applicable.

    Northern Ireland: Counties

    NI1 – Antrim
    ​NI2 – Armagh
    ​NI4 – Down
    ​NI5 – Fermanagh
    ​NI3 – Londonderry
    ​NI6 – Tyrone
    Use E00 if not known or not applicable.

    Republic of Ireland: Counties

    R01 – Antrim
    ​R02 – Armagh
    ​R03 – Carlow
    ​R04 – Cavan
    ​R05 – Clare
    ​R06 – Cork
    ​R07 – Derry
    ​R08 – Donegal
    ​R09 – Down
    ​R10 – Dublin 01
    ​R11 – Dublin 02
    ​R12 – Dublin 03
    ​R13 – Dublin 04
    ​R14 – Dublin 05
    ​R15 – Dublin 06
    ​R16 – Dublin 06W
    ​R17 – Dublin 07
    ​R18 – Dublin 08
    ​R19 – Dublin 09
    ​R20 – Dublin 10
    ​R21 – Dublin 11
    ​R22 – Dublin 12
    ​R23 – Dublin 13
    ​R24 – Dublin 14
    ​R25 – Dublin 15
    ​R26 – Dublin 16
    ​R27 – Dublin 17
    ​R28 – Dublin 18
    ​R29 – Dublin 20
    ​R30 – Dublin 22
    ​R31 – Dublin 24
    ​R32 – Dublin County
    ​R33 – Fermanagh
    ​R34 – Galway
    ​R35 – Kerry
    ​R36 – Kildare
    ​R37 – Kilkenny
    ​R38 – Laois
    ​R39 – Leitrim
    ​R40 – Limerick
    ​R41 – Longford
    ​R42 – Louth
    ​R43 – Mayo
    ​R44 – Meath
    ​R45 – Monaghan
    ​R46 – Offaly
    ​R47 – Roscommon
    ​R48 – Sligo
    ​R49 – Tipperary
    ​R50 – Tyrone
    ​R51 – Waterford
    ​R52 – West Meath
    ​R53 – Wexford
    ​R54 – Wicklow
    Use E00 if not known or not applicable.

    Country Names

    Below, you’ll find country names you can use in a data import.

    The following is a list of valid country names that can be included in a data import. Exact matches are required. Use “USA” for “United States of America” and “United Kingdom” for “England”, “Scotland”, “Wales” or “Northern Ireland”.

    Country Names

    AFGHANISTAN
    ALBANIA
    ALGERIA
    AMERICAN SAMOA
    ANDORRA
    ANGOLA
    ANGUILLA
    ANTARCTICA
    ANTIGUA
    ARGENTINA
    ARMENIA
    ARUBA
    AUSTRALIA
    AUSTRIA
    AZERBAIJAN
    BAHAMAS
    BAHRAIN
    BANGLADESH
    BARBADOS
    BELARUS
    BELGIUM
    BELIZE
    BENIN
    BERMUDA
    BHUTAN
    BOLIVIA
    BOSNIA
    BOTSWANA
    BOUVET ISLAND
    BRAZIL
    BRUNEI DARUSSALAM
    BULGARIA
    BURKINA FASO
    BURUNDI
    CAMBODIA
    CAMEROON
    CANADA
    CAPE VERDE
    CAYMAN ISLANDS
    CENTRAL AFRICAN REPUBLIC
    CHAD
    CHILE
    CHINA
    CHRISTMAS ISLAND
    COCOS ISLANDS
    COLOMBIA
    COMOROS
    CONGO
    COOK ISLANDS
    COSTA RICA
    COTE D’IVOIRE
    CROATIA
    CUBA
    CYPRUS
    CZECH REPUBLIC
    DENMARK
    DJIBOUTI
    DOMINICA
    DOMINICAN REPUBLIC
    ECUADOR
    EGYPT
    EL SALVADOR
    EQUATORIAL GUINEA
    ERITREA
    ESTONIA
    ETHIOPIA
    FALKLAND ISLANDS
    FAROE ISLANDS
    FIJI
    FINLAND
    FRANCE
    FRENCH GUIANA
    FRENCH POLYNESIA
    GABON
    GAMBIA
    GEORGIA
    GERMANY
    GHANA
    GIBRALTAR
    GREECE
    GREENLAND
    GRENADA
    GUADELOUPE
    GUAM
    GUATEMALA
    GUERNSEY
    GUINEA
    GUINEA-BISSAU
    GUYANA
    HAITI
    HONDURAS
    HONG KONG
    HUNGARY
    ICELAND
    INDIA
    INDONESIA
    IRAN
    IRAQ
    IRELAND
    ISLE OF MAN
    ISRAEL
    ITALY
    JAMAICA
    JAPAN
    JERSEY
    JORDAN
    KAZAKHSTAN
    KENYA
    KIRIBATI
    KOREA
    KUWAIT
    KYRGYZSTAN
    LAO
    LATVIA
    LEBANON
    LESOTHO
    LIBERIA
    LIECHTENSTEIN
    LITHUANIA
    LUXEMBOURG
    MACAU
    MACEDONIA
    MADAGASCAR
    MALAWI
    MALAYSIA
    MALDIVES
    MALI
    MALTA
    MARSHALL ISLANDS
    MARTINIQUE
    MAURITANIA
    MAURITIUS
    MAYOTTE
    MEXICO
    MICRONESIA
    MOLDOVA
    MONACO
    MONGOLIA
    MONTSERRAT
    MOROCCO
    MOZAMBIQUE
    MYANMAR
    NAMIBIA
    NAURU
    NEPAL
    NETHERLANDS
    NEW CALEDONIA
    NEW ZEALAND
    NICARAGUA
    NIGER
    NIGERIA
    NIUE
    NORFOLK ISLAND
    NORTHERN MARIANA ISLANDS
    NORWAY
    OMAN
    PAKISTAN
    PALAU
    PANAMA
    PAPUA NEW GUINEA
    PARAGUAY
    PERU
    PHILIPPINES
    PITCAIRN
    POLAND
    PORTUGAL
    PUERTO RICO
    QATAR
    REUNION
    ROMANIA
    RUSSIAN FEDERATION
    RWANDA
    SAINT KITTS AND NEVIS
    SAINT LUCIA
    SAMOA
    SAN MARINO
    SAUDI ARABIA
    SENEGAL
    SERBIA
    SEYCHELLES
    SIERRA LEONE
    SINGAPORE
    SLOVAKIA
    SLOVENIA
    SOLOMON ISLANDS
    SOMALIA
    SOUTH AFRICA
    SPAIN
    SRI LANKA
    SUDAN
    SURINAME
    SWAZILAND
    SWEDEN
    SWITZERLAND
    SYRIAN ARAB REPUBLIC
    TAIWAN
    TAJIKISTAN
    TANZANIA
    THAILAND
    TOGO
    TOKELAU
    TONGA
    TRINIDAD
    TUNISIA
    TURKEY
    TURKMENISTAN
    TURKS AND CAICOS ISLANDS
    TUVALU
    UGANDA
    UKRAINE
    UNITED ARAB EMIRATES
    UNITED KINGDOM
    URUGUAY
    USA
    UZBEKISTAN
    VANUATU
    VENEZUELA
    VIETNAM
    VIRGIN ISLANDS (USA)
    VIRGIN ISLANDS (BRITISH)
    WESTERN SAHARA
    YEMEN
    ZAMBIA
    ZIMBABWE
    Use “OTHER” if the country name is not known.

    Module Profile Status Options

    When performing a data import, we can import into different modules, depending on what you have purchased. Profiles for each module must be in separate spreadsheets or worksheets, formatted per the specifications. For each of the modules you have purchased, here are the list of statuses that can be specified for a profile.

    Volunteer Profile Statuses

    Applicant
    In Process
    Accepted
    Inactive - Short Term
    Inactive - Long Term
    Archived - Didn’t Start
    Archived - Rejected
    Archived - Dismissed
    Archived - Moved
    Archived - Quit
    Archived - Deceased
    Archived - Other
    If the cell is left blank, “Accepted” will be used.

    Client Profile Statuses

    Applicant
    In Process
    Accepted
    Inactive
    Archived
    If the cell is left blank, “Accepted” will be used.

    Member Profile Statuses

    Applicant
    In Process
    Accepted
    Inactive
    Archived
    If the cell is left blank, “Accepted” will be used.

    Donor Profile Statuses

    Prospect
    Active
    Inactive
    Archived
    If the cell is left blank, “Active” will be used.

    Username Prefix

    Usernames must be at least 6 characters in length. When the data import is performed, a prefix is assigned (example: “orgvol-“), followed by a unique sequential number (example: “101”) that is generated automatically. You can specify one prefix that you would like used in generating usernames for all of your users.

    Language/Region

    You can assign one default language to all profiles that will determine the display language for MyImpactPage.com menus and how dates and times will be displayed to users. If no language is specified, the default setting on the user’s computer will be used. Users can change this value without affecting you or any other user. Choices are:

    • English (Canada)

    • English (USA)

    • English (UK)

    • English (Australia)

    • English (New Zealand)

    • Français (Canada)

    • Español

    • Portuguese

    English (Canada)

    English (USA)

    English (UK)

    English (Australia)

    English (New Zealand)

    Français (Canada)

    Español

    Portuguese

    Emailing People their Username and Password

    Once the data has been imported, we’ll upload a results spreadsheet, into the Secure File Exchange, that contains the usernames and passwords that were created for your users.

    In order to communicate that information to them (without sending them that spreadsheet), you can perform a “Mail Merge”. The components are:

    • Microsoft Outlook: to send the email

    • Microsoft Excel: the data import results spreadsheet

    • Microsoft Word: a document that contains the instructions you’d like to send them along with “Merge Fields” that look up the corresponding information in the spreadsheet

    Microsoft Outlook: to send the email

    Microsoft Excel: the data import results spreadsheet

    Microsoft Word: a document that contains the instructions you’d like to send them along with “Merge Fields” that look up the corresponding information in the spreadsheet

    If you are not familiar with how to perform a Mail Merge, there is a useful article on the Microsoft support pages, as well as one on Google Workspace for Google/Gmail users, that explains how to do that.

    These links are gathered from third parties. If they no longer work, we'd advise accessing support provided by your email provider

    Sharing Usernames and Passwords in Bulk - Video Overview

    Note: If you have manually created profiles for your users, you can generate a Personal Profile Export that contains their name, email address, username and any other relevant information. Since password information cannot be viewed or exported, you would need to create a column in the spreadsheet for the user’s password and enter it manually.


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