Mapping constituent fields

Important

Every row in your spreadsheet must contain enough information to create or update a constituent in LGL. The minimum information can be First Name, Last Name, or Organization Name. Or it can be External Constituent ID or LGL Constituent ID.

Required fields

At least one of these fields is required for a constituent to be created: 

  • First name
  • Last name
  • Organization name

Special fields

Special fields are fields with enhanced functionality that make it easier to import data not formatted in a way that LGL accepts on a one-to-one basis.

  • Full Name: For example: Mr. John Doe. When provided, LGL will attempt to parse into sub-name fields as follows:
    • Prefix: Mr.
    • First Name: John
    • Last Name: Doe
  • Last, First: For example: Doe, John. LGL will parse first and last names as follows:
    • First Name: John
    • Last Name: Doe

Examples showing how to map constituent fields

Please refer to the examples below to see how to format your data in multiple cases. For each example, follow the mapping shown in the corresponding screenshots as you're mapping your own fields in the Flex Importer.

Example #1: Full Name

Import file

Field mapping

Record Preview

Example #2: Last, First

Import file

Field mapping

Record Preview

Example #3: Lots of name data

Import file

Field mapping

Record Preview

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