If you're managing an organization with several supporters, manually adding them individually can be time-consuming. Equip streamlines this process, allowing you to import multiple supporters simultaneously in a quick and efficient manner.
Import Steps
Sign in to Equip
Click on Supporters
Click on Import Supporters
Drag your Excel file into the bordered box or click to upload
Follow the Prompts
Column Guide
Required Columns
name
email
Optional Columns
All User model columns are accepted, including but not limited to:
title
pronouns
phone
time_zone
sex
bio
office_phone
race
ethnicity
status
Available Options for Enum Fields
Sex:
male
female
undisclosed
Race:
american_indian_or_alaska_native
asian
black_or_african_american
native_hawaiian_or_other_pacific_islander
white
two_or_more_races
other_race
Ethnicity:
hispanic_or_latino
non_hispanic_or_latino
Status (for UserAccount):
active
inactive
Important Notes
The 'email' field must be unique for each supporter.
Date fields should be in a recognized format (e.g., YYYY-MM-DD).
Time fields should be in a recognized format (e.g., HH:MM).
Boolean fields should be either 'true' or 'false'.
The 'status' field determines whether the supporter's account is active or inactive in your organization.
By following this guide, you can efficiently import multiple supporters into your Equip organization, saving time and reducing the potential for data entry errors.