Making bulk changes to your data
In this article:
- Determine which fields to export
- Create your export
- Update your export
- Import your updated spreadsheet into LGL
Within LGL, you can make bulk updates to groups and categories for more than one constituent at a time. But bulk updating your data itself is another matter.
Currently the only way to update any field for multiple constituents (examples include country, marital status, class affiliation, etc.) is to either do so by hand individually or to export the records you want to update, make any changes in your export spreadsheet, and then re-import the updated data using the Flex Importer.
Determine which fields to export
To do a bulk import, you will first export the data you want to change (in this example, constituent addresses are being update, specifically the “country” for each address).
This will include the field (or fields) you want to update (in this case, “address” because the country is part of the address), the LGL constituent ID, and the ID for the data in that field, if there is one (in this case, the “LGL Address ID”). If you were updating gifts, you’d export the LGL constituent ID and the LGL gift ID, but here we’re focused on a part of the address, so we just need the LGL Constituent ID and the LGL Address ID.
Here’s a list of IDs you would include in your export if you’re updating any of the fields associated with them:
• LGL Constituent ID • LGL Address ID • LGL Phone Number ID • LGL Email Address ID • LGL Gift ID • LGL Task ID • LGL Note ID • LGL Contact Report ID
Create your export
Now export the LGL Constituent ID, the LGL address ID, and the addresses, and save the export to your computer. (Read about how to create an export, also known as a report.)
Update your export
Open your export spreadsheet. Now your task is to update or add the country so that each address contains the correct country data. (Read more about working in Excel to clean your data and prepare it for re-import.) Make all of your changes, and then proofread them to make sure each is correct.
Import your updated spreadsheet into LGL
Now you’ll re-import the LGL Constituent IDs, the LGL address IDs, and the corrected country data. This will cause any blank country fields to become populated with your import data and will overwrite any incorrect country data currently in LGL.
Read these detailed articles for instructions on mapping your import and completing your import.