Constituents
Constituents are the most common import. When importing other record types, constituents should be the first in your process. When first importing your constituent records, be sure to use the External Key column. This column will be used to link other imports such as Income, back to the constituent.
Creating Constituents
Constituents are the first step in any import process. If you have an external key from your previous database, be sure to include that column. This will allow you to link other types of imports back to the constituent.
Required Columns
Constituent Type
Constituent Status
First & Last Name
Updating Constituents
You can update a current constituent record with almost all of the available columns below. To update a constituent record, include the Constituent Global ID column and leave the cell values blank. If you include the External Key column, Compass-360 will attempt to look up a constituent with that value. You can also use the First & Last name columns to look up a constituent, however it is less accurate.
Common
Constituent Type
One of the predefined constituent types.
Individual, Household, School, Organization, CorporationAccount Type
Constituent Sub Type
Constituent Status
Constituent Global ID
This is the globally unique constituent ID that is generated when a new constituent is created in Compass-360. You can use this or the external key column to update a constituent record.
Add this column and leave the cells blank when you want Compass-360 to treat your import as an update. Compass-360 will lookup constituent records by External Key or First and Last name, and populate this column.
External Key
Use this column to bring in your external ID or key from your external dataset. This column can then be used to import income linked to constituents.
External Household Key
Recognition Type
UseConstituentName, Anonymous, UseRecognitionName, DoNotRecognizeMarital Status
Married, Single, Divorced, Widowed, Partner, Separated, UnknownIndividual Constituent & Household
Prefix
First Name | FirstName
Middle Name | MiddleName
Last Name | LastName
Suffix
Gender
Nickname
Language
Household Support
HLD External Key
HLD #2 Prefix
HLD #2 First Name
HLD #2 Middle Name
HLD #2 Last Name
HLD #2 Suffix
School, Corp & Org Support
Supplemental Name
Constituent Name
General Info
Birthday | Birthdate
BirthMonth
BirthDayOfMonth
BirthYear
Communication Status
Allowed, DoNotEmail, DoNotSolicit, DoNotMail, NoNewsletters, DoNotSolicitLanguage1
Language2
Constituent
LinkedTo DistributionList
Demographics
Demographics Ethnicity
Demographics Special Diet
Demographics Veteran
Demographics Disability
Demographics First Time Visit
Demographics Single Parent
Demographics Mental Health Concern
Demographics Unemployed
Demographics Receiving Food Stamps
Demographics Homeless
Demographics Hispanic
Profiles
Address1
Address2
Address3
Address4
City
State
Zipcode
County
Province
Country
ShortSalutation
LongSalutation
EnvelopeSalutation
Contact Info
Email1
Email2
Email3
Info: Using the default phone columns will result in the first being set to the type of Home and the others being set to Other.
Info: A profile has support for four (4) numbers. If more than four numbers are provided, the fifth + columns will be placed into the notes of the profile.
Phone number formatting support
19702613069 -> (970) 261-3069303-777-9198 x253 | ex 420-> Extension will be handled. However, note with an extension 452 565 3333 ext420 results in (452) 565-3333 t42011.1111 -> 1 111-12222222 -> 222-2222333-3333 -> 333-3333444 4444 -> 444-4444
Phone
Phone2
Phone3
Phone4
Business
Home
Mobile
Fax
Social Media / Internet
Website
Notes
More than one note can be added to a constituent record during an import. Simply provide more note columns. If you are looking for more details on notes, use our Notes import which allows you to set dates, authors and more.