CAA Product Help

The idea here is to upload prospects to the program by using a CSV spreadsheet instead of having to enter everything by hand. A CSV spreadsheet is a Comma Separated Values spreadsheet. If using MS Excel (or any other spreadsheet program) you will find a way to Save the spreadsheet using the CSV format.

This CSV file can then be imported into OutreachLink.

1. Export your prospects/guest
   from your preferred software program into a Comma Separated Value (.CSV)
   format. If you already have the file in another format like an Excel (XLS)
   file, you can simply save it as a CSV file type from within Excel.
   
   


2. With a plain text editor like
   Notepad or an advanced spreadsheet program like Excel, edit that .CSV file
   and change the column headings for the data you wish to import to one of
   those contained in the following list. Most programs name their column
   headings in a similar fashion so just choose the best option from the
   provided list below to match to each column heading. As you edit your .CSV
   file, keep the following items in mind.
   
   


3. You do not have to use ALL of
   the following column headings. In fact, your .CSV file may not have all of
   the information described by the headings below.
   
   


4. There may be columns in your
   .CSV file that don't match any of the following headings. Your site's
   import tool won't be able to import data in those columns so leave those
   headings as they are.
   
   


5. The order in which the
   headings appear in the .CSV file doesn't matter. If the column headings in
   your .CSV file appear in a different order than that listed below, leave
   them in the order in which they appear.
   
   

The column headings and prospect/guest information that Outreach
Connect can currently accept are:

(These names are case-insensitive. They can be upper or lower case. And in any order.

(View
.CSV import File Example in a new window)

NAME can be used if FIRST_NAME and LAST_NAME are not used. NAME represents the wholename; both
first and last name.

ADDRESS can be used if ADDRESS1 and ADDRESS2 are not used. ADDRESS represents the complete address; both
address1 and address2.

The Category column can be a single category by itself, OR there can be a list of categories, but they MUST be separated by a pipe character.
That's | which is usually the upper-case character on the back-slash key. And all categories MUST match a category in the Categories list
(found by clicking on Manage People from the main screen and then the Categories icon). If you have a Category column
in the spreadsheet and the category data does not match any of the pre-defined categories in the database table, then
an error message will appear.

Home Phone is the same as SU_PHON_NUMB. Work Phone is same as Alt/Work_Phone. Info is the same as Follow-up Needs.
Notes are the same as Comments.

To see the proper formats in detail, go back to the Reports button and download a spreadsheet.
That will be of the proper format for importing here.

FIRST_NAME
LAST_NAME
NAME
ADDRESS1
ADDRESS2


CITY
STATE
ZIP
ZIP4
EMAIL


SU_PHON_NUMB
Alt/Work_Phone
Cell Phone
Today's Date
Visit Date


Follow-up Needs
Comments
Spouse Name
Children Name & Age
Notes


ADDRESS
Category
Home Phone
Cell Carrier
Info