4. Communications Data Preparation Instructions
Type of information that goes in this tab of the template:
This tab is where you will enter any interactions you have, with a CONTACT in your database, that requires a date but does not require you to track the duration of the interaction. Some examples of interactions that you may want to track as a COMMUNICATION:
- You might send or receive email, phone calls, or paper mail
- Attendance for various types of events like galas, fundraisers, support groups, etc.
- records that a particular CONTACT in your database was sent a solicited for donations to a particular campaign
How the information entered in this tab will be handled:
- Every single row will be imported as a separate COMMUNICATION record.
- Every column in this tab represents a field in the COMMUNICATION record in Sumac.
- If you do not track information that belongs in a particular column in the template, leave that column blank.
Communication records can be connected to up to three CONTACTS, using the Contact ID, Contact A ID and Contact B ID columns in the spreadsheet below.
Mandatory Fields
Mandatory Field(s) | Default Value Imported (If no data
present) |
Contact ID | Contact IDs column needs to match
Contact ID column in the Contacts Template. IF THERE ARE NO IDs THIS TEMPLATE IS NOT APPROPRIATE FOR YOUR
MIGRATION. |
Communication Type | [pre-sumac] |
Date | 1900-01-01 |
Events
If a CONTACT
attends a performance or social event sponsored by your organization, that
attendance is a type of COMMUNICATION. If you are able to get lists of CONTACTS
who attended your events, then you can import their attendance into Sumac, to
maintain a complete record of COMMUNICATIONS with your CONTACTS.
In order to
import an event into Sumac we will need your data to contain the following:
Mandatory Field(s) | Default Value Imported (If no data
present) |
Event
Name | No
EVENT will be imported |
Event
Type | [pre-sumac] |
Event
Date | 1900-01-01 |
The above fields are in the template provided.
Campaigns
If there are
Communications in your data that were made as a result of a fundraising initiative
such as a CAMPAIGN, a mailed or emailed appeal, or some other named initiative
for solicitation, then this data will be imported as a Campaign into Sumac and
then tied to the Communication.
Mandatory Field(s) | Default Value Imported (If no data present) |
Campaign
Name | No
CAMPAIGN will be imported |
The above fields are in the template provided.
Example
An example of what a
populated template could look like.
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