Patron Import Guidelines

For quick entry, you may import your patron information into ReadySetAuction using the import tool on the Patrons > Everyone > Import page of your Control Center.

Below is a list of the fields that can be imported and the specifications that the data must conform to.

Important Hints and Instructions: (please read before proceeding)

  • The data you provide must be in comma-separated value (.CSV) format. You can produce files in this format using almost any spreadsheet program.
  • Your import data must conform to the specifications listed below. If any field in a record does not conform, that record will not be imported.
  • Do not leave empty rows in your spreadsheet or .CSV file. Doing so will lead to a post-import error message indicating that there was a problem importing a record.
  • For individual (people) records – that is, the Is Business field is set to 0 or has been left empty –  at minimum, the First Name and Last Name fields are required.
  • For business records – that is, the Is Business field is set to 1 – at minimum, the Company Name field is required.
  • Fields marked “Optional” may be left blank.
  • If included, Email Address must be unique.
  • If included, Mobile Phone must be unique.
  • Business records cannot be designated as Bidders therefore, if Is Business equals 1, then Is Bidder cannot equal 1.
  • If you want to email solicitation emails from ReadySetAuction to your donors, then be sure to mark each donor as donor (Is Donor = 1). See field #16 below.
  • If you want to email invitations from ReadySetAuction to your bidders, then be sure to mark each bidder as a bidder (Is Bidder = 1) See field #17 below.

Fields

  1. Import/Export ID: (optional, printable characters, max length = 30)
  2. Company Name: (optional, printable characters, max length = 50)
  3. First Name: (required for person, alphabetic characters, max length = 30)
  4. Middle Initial: (optional, alphabetic character, max length = 1)
  5. Last Name: (required for person, alphabetic characters, max length = 30)
  6. Suffix: (optional, alphabetic characters, max length = 10)
  7. Custom Addressee: (optional, alphabetic characters, max length = 100)
  8. Email Address: (optional, properly formatted email address, e.g. john@example.com, max length = 50)
  9. Phone: (optional, numeric, 10 digits including area code, no dashes or parentheses, e.g. 1234567890)
  10. Mobile Phone: (optional, numeric, 10 digits including area code, no dashes or parentheses, e.g. 1234567890)
  11. Street Address: (optional, printable characters, max length = 50)
  12. Street Address 2: (optional, printable characters, max length = 50)
  13. City: (optional, printable characters, max length = 40)
  14. State / Province: (optional, 2 character state code, e.g. WA)
  15. Zip / Postal Code: (optional, 5- or 9-digit US zip code, e.g. 12345 or 12345-6789; or 6 digit Canadian postal code, e.g. K1A 0B1)
  16. Is Donor: (optional, single digit based on key below)
    • 0: No (default)
    • 1: Yes
  17. Is Bidder : (optional, single digit based on key below)
    • 0: No (default)
    • 1: Yes
  18. Is Business: (optional, single digit based on key below)
    • 0: No (default)
    • 1: Yes
  19. Company Website: (optional; properly formatted URL – e.g. http://www.example.com; max length = 200)
  20. Sponsor Logo URL: (optional; properly formatted URL — e.g. http://www.example.com/images/balloon.jpg — ending with one of the following extensions: jpeg, jpg, png, gif; max length = 200). NOTE: We do not store images on our servers. If you do not have your own server on which to store images, sign up for a free image hosting account with an image hosting service such as Flickr.

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