Import Board/Chairs Data
Import Board/Chairs
“Import Board/Chairs” enables you to seamlessly upload data from external sources using a CSV file. Essential details of Board/Chair members, including their name, title, email, home phone, cell phone, board member status, and sequence, are all imported into the system.
CSV File Format
To import the board/chairs data, please ensure your CSV file follows the specified format:
The first row must serve as the header and should contain the following columns:
Column 1: Name
Column 2: Title
Column 3: Email
Column 4: Home Phone
Column 5: Cell Phone
Column 6: Board Member
Column 7: Sequence
Subsequent rows should represent individual records, and each column should be populated with appropriate values.
For example:
Column 1: Amy Carter
Column 2: President
Column 3: amy@yahoo.com
Column 4: 6627176789
Column 5: 6678934567
Column 6: Y
Column 7: 1
Steps to Import Board/Chairs Data
Step 1
Please follow these steps to import the Board/Chairs data from your desktop:
- Choose the CSV file containing the Board/Chairs data from your desktop.
- After selecting the file, click on the OK button to initiate the import process.
Step 2
Upon selecting the CSV file, a grid displaying the data from the file will be presented to you. If any modifications or deletions are necessary, simply click on the corresponding edit or delete icon. Once you have reviewed and ensured that all the data is accurate, click on the “Import” button to finalize the process.
Step 3
Upon importing the Board/Chairs data into the Board/Chairs database, the Status on each row will be updated to “Imported.”
