Import into Leaderboards

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The import is useful if there are offline transactions you would like to include in your Leaderboard.

  1. Click on the truck icon for the Leaderboard you want to import into.

    truck_icon.png

  2. You will be moved to a screen where you will upload the file.

    NOTE - the column headers are provided and you can simply copy/paste from this window for your file.

    NOTE - you are limited to 10,000 rows of data in each file.

    Constituent_Identifier: This is a free form string value that is used to uniquely identify constituents. This will be used to accurately reflect the total number of people.

    Encompass_ID: Unique ID assigned to a designation / custom data point field value. Once created in the system, this ID is shown in parentheses in the Source step of the admin interface of the Leaderboard.

    Amount: Dollar amount that needs to be allocated to a specific designation or custom data point field value.

    Date_Added: The Date_Added column header must be present, but data is optional. Format for the column should be MM/DD/YYYY hh:mm AM/PM. This can be used to import transactions that will show up at a future time. If left blank, it will default to the current time and show up immediately.

    leaderboard_import_screen.png

    NOTE - If you need assistance for determining how to build the file, click on the green circle icon above the sample column headers.
  3. Once the file has successfully uploaded, the file name will display in a green success indicator.

    successful_import.png
  4. Imports can be deleted; however, the data will be removed from the Leaderboard. Use the X icon to the left of a file name to remove it.

    NOTE - there is no confirmation message. Once you click the X icon to the left of the file name, the file will be immediately deleted.

    import_delete.png

  5. Click the Back button to move back to the Leaderboard.

Business Rules

  • Only CSV files can be imported.

  • Imported files only impact the specific Leaderboard you imported into.

  • Column headers are case sensitive. Please use what is shown in the sample file.

  • If Date_Added not present, then the system will add the current date/time. If an admin only puts MM/DD/YYYY (no time) then the system add the time of midnight. 
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