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Import data through csv

Instructions for Importing Contributors and Contributions via CSV

This document provides the necessary instructions for importing contributor data and their contributions from a CSV file into the NGO system. The following sections outline the steps to perform the import, as well as the requirements and format of the CSV file.

CSV File Requirements

The CSV file must have the following format and meet the specifications below:

FieldFormatMax LengthNotes
Doc TypeText3Values: LC (Civic Booklet), LE (Enrollment Booklet), DNI (National Identity Document)
DocumentNumeric10Contributor's document number
First NameText50Contributor's first name
Last NameText50Contributor's last name
EmailText50Format: user@domain
Contribution DateDate10Format: dd/MM/yyyy
Contribution TypeText22Values: MONEY, FOOD_DONATION, FOOD_REDISTRIBUTION, CARD_DELIVERY
AmountNumeric7Contribution amount

CSV File Format

The CSV file must follow this sample format:

Tipo Doc,Documento,Nombre,Apellido,Mail,Fecha de colaboración,Forma de colaboración,Cantidad
LC,123456,John,Doe,johndoe@example.com,15/06/2023,DINERO,100
LE,654321,Jane,Smith,janesmith@example.com,10/06/2023,DONACION_VIANDAS,0
DNI,112233,Jim,Beam,jimbeam@example.com,12/06/2023,REDISTRIBUCION_VIANDAS,50
LC,334455,Jill,Stark,jillstark@example.com,20/06/2023,ENTREGA_TARJETAS,0
LE,556677,Bob,Brown,bobbrown@example.com,18/06/2023,DINERO,200

Import Instructions

  1. Prepare the CSV File:
  • Ensure the CSV file is correctly formatted according to the specifications above.
  • Verify that all fields are complete and that the data is valid.
  1. Log in as admin:
  1. Import the Data:
  • Upload the csv file under the Import Data module.

Notification to New Contributors

Once the file is processed, an email will be sent to contributors who did not previously have a user account in the system. The email will thank them for their contribution and provide login credentials so they can access the system, confirm their data, and complete any missing information.