Volunteer data can be exported and imported from the Volunteer page, found under First Step > Volunteer in the Admin.

Adding One Volunteer

The quickest way to put one person on a roster is the Add Volunteer button. The person does not need to be a registered parent or have a FutureFund account, so it works for a grandparent, a teacher, a neighbor, or someone from a paper sign-up sheet.

1. In the Admin, navigate to First Step > Volunteer.
2. Click View for the position.
3. Click Add Volunteer.
4. Enter the first name, last name and email. Phone is optional.
5. Click the button to save.

If the name and email match a registered parent, the sign-up goes on that parent’s record. Otherwise the person is added to the position on their own. If that person later registers through First Step with the same name and email, their volunteer sign-ups move onto their family’s registration automatically, and they are not listed twice on a position they also pick during registration. There is nothing for you to do.

People you add this way appear on the position’s roster, in both volunteer exports, and on the shareable volunteer dashboard. They are also included when you email a position’s volunteers. To take someone off, click Remove next to their name, the same as for any other sign-up.

Exporting Volunteers for a Single Position

Volunteer data for an individual position can be exported as a CSV file.

1. In the Admin, navigate to First Step > Volunteer.
2. Click View for the position to be exported.
3. Click the Export button at the top of the position page.

The data fields are as follows:

Exporting Volunteers for All Positions

Volunteer data for all positions can be exported as a CSV file.

1. In the Admin, navigate to First Step > Volunteer.
2. Click the Actions button.
3. Choose Export Volunteers.

The data fields are as follows:

Importing Volunteer Positions

FutureFund supports bulk uploading volunteer positions from a CSV or Excel file:

1. In the Admin, navigate to First Step > Volunteer.
2. Click the Actions button.
3. Choose Import Volunteer Positions.
4. Select the file, click Import to continue.

Notes:

• Volunteer Positions will be removed before the import if the Delete Volunteer Positions and Volunteers before importing file checkbox is selected. Note: all volunteers will be removed when this option is selected. Parents will not be deleted. Caution: This is a destructive operation and cannot be undone.
• There is no limit on the number of rows in the file.

File Format

The uploaded file must have two columns. Below is a sample of what the file will look like as a CSV (sample file); an Excel file with the same columns works too.

Importing Volunteers

Use the import when you have a longer list to load. To add just one person, or someone who is not a registered parent, use Add Volunteer above instead.

FutureFund supports bulk uploading volunteers from a CSV or Excel file:

1. In the Admin, navigate to First Step > Volunteer.
2. Click the Actions button.
3. Choose Import Volunteers.
4. Select the file, click Import to continue.

Notes:

• The email for the parent must exist as a registered parent. The volunteer position name must match the name in the system. If either one does not exist, an error will be returned.
• There is no limit on the number of rows in the file.

File Format

The uploaded file must have two columns. Below is a sample of what the file will look like as a CSV (sample file); an Excel file with the same columns works too.