Bottom Navigation: Utilities(Gear Icon)>Functions>Compss Import Tool
The Compass Import Tool allows users to mass import updates and changes to individual profiles. It is located under the "Utilities" section (gear icon in the bottom bar) of Compass.
Note - Use care when importing data. Once data is updated, you cannot revert your changes in mass.
Step 1: Select the .XLSX file which contains the data you wish to upload. Make certain that it only contains the data you want to update and remove any unnecessary columns before uploading. For example, if you only wish to update individuals’ email addresses, only include the individuals’ unique identifiers (e.g. Reference ID) and email addresses.
Step 2: In this step, you will map the columns in your file to the fields in Compass (e.g. Ref. Id in data file = Reference ID in Compass). Select the data to be updated and specify the unique identifiers. Once you make those selections, you will indicate how the data should be updated and if a contact log is needed.
- Mark Addresses Invalid
- Add/Edit Addresses
- Add Contact Logs
- Add/Edit Custom Fields
- Archive Emails
- Add/Edit Email Addresses
- Add/Edit Phone Numbers
- Edit Contact options
Step 3: In this step, the import tool will provide a preview of the data before and after the changes. Once the data is reviewed, click “Submit” and the tool will update the records in Compass.
Step 4: You will receive a confirmation once the import is successfully completed.