* We would like to thank Cru for providing this article from their help library. This article has been reviewed and updated where needed to provide help for you and your Partner Essentials account.
Importing From a CSV File into MPDX;
To import contact information into MPDX, it must be saved as a .csv file.
- Open your Spreadsheet in Excel (or other spreadsheet program)
- Click File, Save As, and choose CSV as the file type or save as type.
Organizing Your Spreadsheet
- Add a header row, one for each column (i.e., First Name, Last Name, Spouse Name, Street Address, City, State, Husband phone number, Wife phone number, Husband email address, Wife email address.
- Add other headers such as Commitment Amount, Commitment Frequency, Church.
Note: Use these specific headers to correctly assign the data to MPDX designations. Read the article: Field Names for CSV Contact Imports.
Uploading Your CSV File
- Log into your account (partneressentials.work).
- Go to the Tools dropdown menu and click on Import from CSV.
Step 1: Upload Your CSV File
- Click Select CSV file then locate the file CSV file on your computer.
- Once you've found your file click Open.
Note: The max file size of a CSV is 500MB. If your CSV file is larger or you are in need of assistance, email techhelp@cru.org with your CSV file attached.
Step2: Map Your Headers
- Choose the MPDX Destination Field that best matches with Your CSV Headers field (i.e., First Name to First Name).
- Scroll down and do this for each of your CSV headers.
- At the very bottom, locate the Next button.
- Or click Back if necessary.;
Note: The Next and Back buttons will be at the bottom of each screen during the import process.
Step 3: Map Your Values
Values for some fields in MPDX might be different from the values in your CSV. For example, you might have a column called “supporter” in your CSV file. In MPDX, that field needs to be called Partner- Financial.
- Select MPDX Values that best match Your CSV Value, i.e. Newsletter - Both to Both.
- Do this for both Newsletter and Status.
- Click Next to proceed to the next step.
Note: This step will be skipped automatically if MPDX requires more information to match the fields.
Step 4: Review Your Import
You can preview your import to make sure the field names are mapped correctly.
- Add a Tag for this CSV import, i.e. CSV Import.
- Review each field and verify the information is correct.
- Click the Back button to make changes.
- Click the Checkbox: “I accept that this import cannot be undone”
- Then click on Import.
Note: Typically, the CSV data will populate MPDX quickly, however, it may take up to 24 hours for the import to finish. You will receive an email when your import is complete.