updating identifiers using Excel

TABLE OF CONTENTS

• Accessing the Updater
• Updating Identifiers
• Creating a Custom Template

Good News: When updating identifier profiles, you won't need to include fields that are required upon enrollment!

Accessing the Updater

1. On the left, in your Mission Control, click Groups.
   
   
2. Under the Manage Groups section, use the drop-down menu choose a Group.
   
   
3. Use the More menu and select Import and Update Identifiers with Excel.
   

Updating Identifiers

From here, you can use your own Excel document or create a custom template. (See: creating a custom template below.)

1. At the top of the page, under the section called Import Identifiers, follow the steps to enroll your identifiers.
   
   • Step 1: Use the drop-down menu to choose Update Existing Identifiers.
     
     
   • Step 2: Click the Choose a File button to select your saved Excel file.
     
     
   • Step 3: Then click Upload Excel File.
     
     
2. Next, map your Excel file's fields to the fields available in your Impact Suite.
   
   
3. Once you have mapped your fields, click the Preview Import button to move to the next step.
   
   
4. A pop-up window will confirm if you have mapped all of the fields available (looking at both the available fields in your Impact Suite and at the Excel document). To proceed select Skip and Import.
   
5. (If no errors are found skip to #10.)
   If errors are found on the Excel sheet, you’ll get a detailed list of issues and will have the option to download a file with the errors highlighted for quick correct.
   
6. Here’s what the file will look like, errors highlighted in red:
   
7. To upload your corrected document click Choose a File.
   
   
8. Next, you will need to re-map your Fields.
   
   
9. Now you will have a chance to Preview Import.
   
   This is a good opportunity to make sure you properly mapped your template. If you find issues you can use the Map Fields back-button to correct any mistakes.
   
   
10. Once you’re satisfied with your preview, proceed to Perform Import.
    
    
11. When the import is complete you’ll get an Import Confirmation, like this:
    

Creating a Custom Template

To create a custom template:

1. Under the section called Build Custom Import Template.
   
   
2. Open your panels to choose the Fields you’d like included in your custom template.
   
   Note: At minimum, in the Assignment Details panel, you must include Identifier Name.
   
   
3. Optionally, you can save your template for later use, use the Save Template As section to give it a name.
   
   
4. Click Download Template.
   

IMPORTANT: Use Double Semi-Colons for Multiple Selections Per Cell

When you need to include more than one option in a cell for an Identifier, please use a double semi-colon.

Example: Say you need to include two sites for an Identifier: Asteroid Place and Moonstar Center.

In your Excel document, in the column and cell marked for Site value type: Asteroid Place;; Moonstar Center