Upload alumni data in bulk

In this Article

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 

  1. Open the template in your favorite spreadsheet software, such as Google Sheets or Microsoft Excel.
    alumni datasheet screenshot.png
  2. 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.
From Excel From Google Sheets

Save As a .txt file from Excel

Select File > Save As > Text (Tab delimited) .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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