• Importing Content

  Creating a Content Type Data Map Before you can import records for a content type you must create a data map for that content type. Create at least one folder for your content type in Site Planner and make note of the Content Item Folder ID Open the “Architect” component Click on the “Data Maps” button in the upper right corner of the component Choose “Add” and fill out the required fields for your content type Note: This folder will act as the default folder for tFew readers

• Uploading CRM Photos in File Manager

  Before you can connect the photos with CRM records, the images will need to be saved in File Manager first. Once the images are in File Manager, the file path for those images are what is used in the Person Photo import. Uploading photos in File Manager can be done through the /admin side File Manager component. You can add sub-folders in File Manager under 'Webroot' by right-clicking onFew readers

• Child Sponsorship Data Import Outline

  This page outlines the data structure and step-by-step process for initial importing regarding child records. Due to the rich automation features in Site Stacker, child records must be imported in a careful manner to ensure those automations do not change your data unexpectedly.   WARNING: The order of these tasks is highly important and MUST be followed for desired results! Quick Tip for importing: For large imports, lines of data should not reach over 25,000 records at a time - thisFew readers

• Visual Guide to Project Data Import

  This visual guide links Projects data import columns to site positions. Full Page View Summary View URL Match for Social Links (https://s3.amaFew readers

• Visual Guide to Missionary Data

  The diagram and definitions below will be used to help clarify the data migration that links Missionary data columns to site content and how it will look when filled out correctly. Full Page View Summary View (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026738706/original/rZFew readers

• Import Tool Overview

  SiteStacker supports bulk importing to make data management and migration easy. All imports will need to be in comma-separated value (CSV), most applications will allow you to export to this option.  All import templates can be found in the Imports component under the Documentation tab. Once you identify the type of template you need, you can review the field formats and examples. However, the required items will be in bold. Each CSV file must possess a heading row with coluFew readers

• Importing CRM Records

  To have a robust CRM your data needs to be linked together. To ensure SiteStacker can link everything together we have mapped a migration plan. The most important part is how the Person and their external ID are linked between all the data. Note: Below is an overview of a series of templates that will need to be filled out and imported to make sure your CRM Records are imported correctly. Clicking on any of these items will scroll you to that specific section, but it isFew readers

• Importing Data Groups

  TABLE OF CONTENTS Add Data Group Values Importing Data Groups Importing a Data Group Entity Add Data Group Values 1. Open the Data Groups component in Site Stacker admin under the Data Tools component. 2. Click on tFew readers

• Relationship Import

  To import a type of relationship between two CRM records, we must first make sure that this relationship is already configured. To do this, we go to the CRM component -Configuration -Relationship, and here we will see a list of the relationships that are already configured. If the relationship we want to import is not already configured, we will click on "Add" and a window will appear where we can add the new relationship. Here we add the first label in the "Label" field (for example: ParenFew readers

• Assigning CRM records to User Groups

  Once CRM records have been assigned as Users, an Admin can give these users deeper credentials to Site Stacker by assigning them to a 'User Group'. An Admin can configure each user group to view, add, delete, or edit specific components in SiteStacker. Before assigning users to user groups, the Admin will need to add and configure the User Groups by: Clicking on the ' Users (https://siFew readers

• Importing Historic Giving

  Historic Giving is imported closer to go-live, possibly even after go-live to ensure fully accurate giving records. If custom fields are needed for existing data, then they can be added by going to the Historic Giving Component > Settings tab > Manage Extra Fields (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151025658175/original/wtxNvtH-qSG3NkDieDFew readers

• Importing Users

  Importing Users is for the Admin to assign temporary passwords for these accounts so the user may gain access to the login from the front side to view their Donor dashboard. Before you can import Users, you will need to have the CRM records created first. Note: Any bold fields you see below are required for the import to run correctly! Once the CRM records for these users have been imported to SiteStacker, the Admin should: Click the 'Import' component. Click the *Few readers