Common Constituent Import Mistakes

Custom constituent imports allow you to import or update constituent information directly into Luminate Online.

When creating a file to import constituents into Luminate Online, be sure to avoid these five common mistakes:

1. Forgetting to add headers in the top row, either altogether or skipping a column by accident.
2. Forgetting to include required fields, such as First Name, Last Name, and Email Address or Constituent ID.
3. Including data from multiple records in one row, such as the email being listed on one record but the Member ID being listed on a different one.
4. Not including a column for the Accept Email field, or not setting the field to TRUE for all constituents that wish to receive email.
5. Adding records to the opt-in group instead of the corresponding interest category.

Learn how to successfully import and update records with Blackbaud University’s new 90-minute course, Luminate Online: Custom Imports. Register today via the Luminate Online Data Analysis Learning Path.

This course is included with your Blackbaud University Learn More and Learn Everything training subscriptions. Not a subscriber? Chat with us now!