Manually Add or Import Impacts for Users in Your Group

As an admin, you can create impacts for your users. You can add impacts one at a time for a single user or you can import impacts for multiple users at once.

Note: Basic subscription does not include bulk import functionality; groups with this subscription level may contact the support team to request assistance with bulk imports.

This article will cover the following:

• How to Add a Singular Impact for a User
• How to Add a Group Impact
• How to Import Multiple Impacts
• How does importing work?
• Helpful Hints for Importing
• Adding and Importing Impacts YouTube Tutorial Video

How to Add a Singular Impact for a User

You can add an impact for any user within your group or event dashboard via Impacts > Add Impact.

Once on this screen, you can select a user and fill out all of the relevant details for the impact. Once all fields have been completed, click Add Impact to create the impact on behalf of the user.

How to Add a Group Impact

Admins can also choose to add an impact on behalf of a group of volunteers. To add a group impact, select the Group Tab at the top of the Add Impact page.

Next, set the "direction" of the impact to determine which group will be receiving the impact. For instance, an admin of GivePulse.org can give an impact to a different group or they can add an impact to GivePulse.org that is being received from a different group. 

Once all fields have been completed, click Add Impact to create the impact on behalf of the group.

Note: If the group you are adding an impact for does not exist on GivePulse, you will first need to create that group.

How to Import Multiple Impacts

If you'd like to add impacts for multiple users, you should use the Import feature. Once you navigate to Impacts > Add Impact from your group or event dashboard, you'll see the option to import via .csv. Click the Import Tab to navigate to this screen.

You can download the provided template and populate it with the necessary information (Note: Formatting for an impact import is highly specific; any errors will prevent you from uploading the impacts).

If you need assistance splitting your data in Excel, (for example from DD/MM/YYY to DD, MM, and YYYY formatting) you can follow these steps:

1. Select the cell or column that contains the text or dates you want to split.
2. Select Data > Text to Columns.
3. In the Convert Text to Columns Wizard, select Delimited > Next.
4. Select the Delimiters for your data. For example, Comma and Space. You can see a preview of your data in the Data preview window.
5. Select Next.
6. Select the Column data format or use what Excel chose for you.
7. Select the Destination, which is where you want the split data to appear on your worksheet.
8. Select Finish.

How does importing work?

When you upload a CSV, our system will display a preview of data prepared for import. This is where you can check to verify the CSV upload. If you are importing more than 10 records, we will notify you once your import is completed.

Note: You can import a maximum of 499 impact lines at once. If you have more than 499 lines of data, you'll need to split the import into multiple parts.

Once confirmed, importing will do one of two things:

1. If User Does Not Exist, Create User Account
   Based on the provided External ID or Email Address, our system will search for a matching existing user. If the does not exist in the system, a user account will be created using the provided email address as the username and a random password will be generated (unless specified by the Password(optional) column)
2. Record Impact For A User
   If the system finds a matching user based on the data provided, an impact will be created for the user.

An example of what you would see before confirming the impact import.

You have the option to Send Invites to newly created users. Can leave it unchecked it if you do not want any notifications to be sent.

Helpful Hints for Importing

• All columns must be present in the file you upload even if you are not including any information in them.
• Make sure the document you are uploading is a .csv file type.
• Make sure the column headers match exactly.
• If you're entering the start/end date and time, make sure the format is YYYY-MM-DD HH:MM:SS. Depending on the system you're using to fill in the .csv template, look at your text formatting options to ensure that it follows the required format.
• You can add answers to impact questions by using the CF_XXX column.
• You can import up to 499 lines of impacts at once. If you have data exceeding this limit, you'll need to divide the import into separate parts.
• You can use the importer to update existing impacts by populating the Impact ID column with the ID of an existing impact in the system.
• Click HERE to view an example of a properly formatted Import.csv file. 

Adding and Importing Impacts Youtube Tutorial Video