Alumni data can be added to Constituent Manager in bulk using the Alumni Datasheet template. The workflow follows the same steps as faculty: complete the datasheet, save as .TXT, and either self-import or submit to Finalsite Support.
💡Quick answers
- Where do you get the alumni datasheet template? Download the Alumni Datasheet 2024 Template linked in the article; open it in Google Sheets or Excel.
- What is the StatusCode field used for? To mark an alumnus as deceased (D) or lost (L).
- Saving the completed alumni datasheet in the correct format? Download from Google Sheets as .TSV and rename to .TXT, or save from Excel as "Text (Tab delimited)."
- What are the two options for submitting the completed datasheet? Import it yourself following the steps in "Upload constituent data to Constituent Manager in bulk," or submit it to Finalsite Support.
In this article
- Step 1: Download datasheet template
- Step 2: Complete the datasheet
- Step 3: Download and save as .txt file
- Step 4: Upload yourself OR submit request to Finalsite Support
Use a datasheet template to fill out alumni data in bulk for a faster, more efficient way to add them as constituents to your platform.
Step 1: Download datasheet template
Step 2: Complete the spreadsheet
- Open the template in your favorite spreadsheet software, such as Google Sheets or Microsoft Excel.
- Enter data for alumni in the Alumni worksheet, including household information in columns O through V. Use the StatusCode field to indicate whether an alumnus is deceased (D) or lost (L).
Step 3: Download and save as .txt file
Important Note:
- DELETE the instructions column before downloading.
Save As a .txt file from Excel
Select File > Save As > Text (Tab delimited) .txt
Download as .tsv file from Sheets THEN save filename as .txt
from .tsv to .txt
Select Download As from the File menu, and choose Tab Separated Values (.tsv)
Go to where you saved your .tsv file and manually change the extension to .txt.
Step 4: Upload the datasheet or submit to FS support
Option A: Follow the instructions in Upload constituent data to Constituent Manager to import the completed datasheet yourself.
Option B: Submit a Request to Finalsite Support. We'll update your site's database to include this information.
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