Need additional guidance on what your import should look like? We've provided a few examples below. Download sample files at the bottom.
Sample Matching Fields File
Matching fields is the most common method of importing, but please proceed with caution. This import type overwrites existing data with the data in your file. If your goal is to add tags to individuals in a list, we recommend creating a 'Tag Import' and sticking to first name, last name, and zip code as your standard match fields to prevent overwriting data.
first name: add first names to this column
last name: add last names to this column
zip code: add 5-digit ZIP code to this column
Other Fields (Please use only if you are confident in the accuracy of these fields as incorrect data will prevent individuals from appearing in walk surveys)
address 1: street number and street name (ex. 123 Main St.)
address 2: unit or apartment number (ex. Apt. 123; avoid using #)
city: add city name
state: add abbreviated state (ex. 'VA', not 'Virginia')
phone: add 10-digit phone (avoid parentheses)
Sample Voter ID File
This type of file would likely originate directly from your state or locality. The only field required in this file would be the voter ID itself. You will match to state on the second import screen. Tag fields have been included in this example should you want to add any.
Voter ID: add state voter ID values to this column
Sample UID File
This type of file originates from i360. UID is i360's unique identifier and is the most accurate import type. If you export a list from i360 or receive a file from our support team, match to UID, if possible. The only required fields are UID and state.
UID: add i360 UID values to this column
State: add state values to this column (must be abbreviated; example: 'VA', not 'Virginia')
Replacing Sample Tags
Sample tags have been applied to each example to showcase ways you can apply them to your import. Please review instructions below to make the tag structure relevant to you or remove the column entirely.
Donor tag:
This sample header shows a list of donors in different tiers (Tier 1, Tier 2, etc.)
To properly match this data in Portal, the following tags/tag category must exist.
Example:
Tag Category: Donor
Tags: Tier 1; Tier 2; Tier 3
Support tag:
This sample header shows a list of supporters marked with an 'x' to indicate support
To properly match this data in Portal, the following tags/tag category must exist
Example:
Tag Category: Support
Tag: Yes (matched to 'x')
View instructions to create tags HERE.
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