Import/Export Data
Volunteer data can be managed in FutureFund. The Admin has the option to export data for a single position or all positions as well as import volunteer positions and volunteers.
Exporting Volunteers for a Single Position
Volunteer data for an individual position can be exported as a CSV file.
- In the Admin, navigate to Volunteer > Positions.
- Click on View for the position to be exported.
- Click on the Export CSV link in the right sidebar.
The data fields are as follows:
| Column | Description |
|---|---|
| Name | Name of the volunteer |
| Email address of the volunteer | |
| Phone | Phone number of the volunteer |
| Sign Up Date | The date the volunteer signed up or was added to the position |
| Positions | A comma separated list of positions the volunteer signed up for |
Exporting Volunteers for All Positions
Volunteer data for all positions can be exported as a CSV file.
- In the Admin, navigate to Volunteer > Setup.
- Click on the Export CSV link in the Data Services section.
The data fields are as follows:
| Column | Description |
|---|---|
| Name | Name of the volunteer |
| Email address of the volunteer | |
| Phone | Phone number of the volunteer |
| Positions | A comma separated list of positions the volunteer signed up for |
Importing Volunteer Positions
FutureFund supports bulk uploading volunteer positions:
- In the Admin, navigate to Volunteer > Setup
- In the Data Services section, click on the Import Volunteer Positions link
- 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 check box 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 three columns formatted as CSV. Below is a sample of what the file will look like (sample file).
| Name | Tooltip |
|---|---|
| Bookclub | |
| Library | MWF from 12:00-1:00 |
| Fun Run | Help your classroom during the Fun Run |
| School Dance |
Importing Volunteers
FutureFund supports bulk uploading volunteers:
- In the Admin, navigate to Volunteer > Setup
- In the Data Services section, click on the Import Volunteers link
- 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 three columns formatted as CSV. Below is a sample of what the file will look like (sample file).
| Volunteer Position | |
|---|---|
| parent_1@example.com | Bookclub |
| parent_1@example.com | Fun Run |
| parent_2@example.com | Fun Run |