Data Importing and Exporting

Import Column Definitions

Below are the column definitions for importing data into Compass-360. Some columns are required, some have a required set of values, while others allow for multiple usage....

Importing Basic Constituent Info

Exporting Constituent Tags

To export any available tag that is associated with your constituent records: Go into the Constituents module. Select Queries. Run the Compound Tag Query. You will see...

Updating Constituent Information via The Import Module

Sometimes you’ll find yourself exporting constituent information, modifying in your spreadsheet, and then needing to update in Compass-360. This is a common scenario and can easily be...

Enabling The Advanced Import Tool

There are two types of import tools. Basic & Advanced. Both are essentially the same, but the Advanced import tool has some extra features during the import...