Batch Upload Interactions

Tamara Christensen
Tamara Christensen
Ninth Anniversary Kudos 3 Name Dropper Participant
in Blackbaud Altru® General Discussions

Hello,

I would like to batch upload into Documents and Interactions. Does anyone know if this is possible and if so, which Batch Template to use? We would like to upload personal interactions - in this case, it is personal notes on communications, but in the future, it could be phone calls or emails sent.

Thanks,

Tamara

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Comments

  • David Marcucci
    David Marcucci
    Fourth Anniversary Name Dropper Participant Facilitator 1

    Hi @Tamara Christensen, we don't have a way to batch upload documents today, but I would wonder how you would do that? How would you envision providing the attachments? Where would those attachments be coming from, the user's PC or some network location? We'd love to incorporate your feedback into our product research repository.

  • Tamara Christensen
    Tamara Christensen
    Ninth Anniversary Kudos 3 Name Dropper Participant

    @David Marcucci

    Hi David,

    We were thinking more about the interactions part rather than the documents. For example, when board members write personal notes (or send emails or make phone calls) to donors, we would like to add that to interactions, but if we have hundreds of them, we don't want to do it manually.

    Thanks,

    Tamara

  • Kelly Olson
    Kelly Olson
    Seventh Anniversary Kudos 2 Name Dropper Facilitator 1

    @Tamara Christensen It's not batch but you can add interactions through Global Change. So if you need to enter the same interaction on multiple records, it might work for you.

  • Tamara Christensen
    Tamara Christensen
    Ninth Anniversary Kudos 3 Name Dropper Participant

    @Kelly Olson Thank you, Kelly! I will try it. This is weird - I've been using Altru for over 7 years and have never used Global Change. I am going to go play now! - Tamara

  • Ruth Droescher
    Ruth Droescher
    Third Anniversary Kudos 1 Name Dropper Participant

    @Tamara Christensen There is a constituent interaction batch template in Altru - I've used this in the past with an import process from a spreadsheet and it worked pretty well. This works well for more personalized interactions that you want to upload in bulk, but getting the import process set up can be a little work initially.

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  • Amanda Bjorklund
    Amanda Bjorklund
    Name Dropper First Anniversary Facilitator 1 June 2023 Monthly Challenge

    @Ruth Droescher I have a wonky setup issue. Did you ever get the errors: No results for field "Participant" using search list "Constituent Search" were found. Please enter a valid 'Contact method'.

  • Ruth Droescher
    Ruth Droescher
    Third Anniversary Kudos 1 Name Dropper Participant

    @Amanda Bjorklund the participant mapping is looking for either a record id (GUID) or Lookup ID. I was able to get it to work using the mapping of Lookup ID = Participant.

    For contact method, it might be an issue with your 'Set options' settings - if you're importing a text field in your process you probably need to update the ‘Other’ tab settings, and have the code table fields match using the translation.


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