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Importing a Profile

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John Mackenzie
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The Import Profiles tool will quickly add basic profile information to a database.

To access the Import Profiles tool:

  1. From the Admin menu, select Import Profiles.
  2. The Import Profiles page displays.

With this tool, the following information can be imported into MC Trade:

Profile ID and Last Name are required for Individual Profile imports.

Organization Profile Individual Profile
  • Organization Name
  • External ID*
  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip
  • Zip Ext. (+4)
  • County
  • Country
  • Work Phone
  • Phone Extension
  • Home/Other Phone
  • Fax
  • Email
  • Website
  • First Name
  • Last Name
  • MI
  • Prefix
  • Suffix
  • Job Title
  • Address Line 1
  • Address Line 2
  • CityState
  • Zip
  • Zip Ext. (+4)
  • County
  • Country
  • Work Phone
  • Cell Phone
  • Phone Extension
  • Home/Other Phone
  • Fax
  • Email
  • Website

External ID is an optional database field that not all clients have by default. If you would like to turn on External ID in your database, please contact Support.

The "Principal" profile for each row (set as either Organization or Individual), can also contain the following data: 

  • Profile Status
  • Member Since Date (Member imports only)
  • Category (a listing will be created as the Primary listing, unless a Primary listing already exists)
  • FT Employee count
  • Affiliation Codes: entered as any value that matches an existing Affiliation Code name in your system, in columns labeled "AffCode1", "AffCode2" etc. For example, "Newsletter". The numbers in the column header title indicate the number of codes being added. If more than 2 codes need to be added, simply add another column labeled "AffCode3"
  • Custom Fields: entered as any value with the column header "CustomFieldID1", "CustomFieldID7" etc. The ID number in the column title should match that of the Custom Field ID in the Custom Field codes. 

The relationship between the Organization and the Individual must also be set.  This is usually set to Employer-Employee. These related profiles can be flagged as the Main Contact of an Organization or simply imported as employees.

On all of the imported profiles, choose whether the Member or Prospect flag should be set as true. Update the External Profile ID for the primary imported profiles.

If multiple Individual profiles related to the same Organization are being imported, identify the same Organizations using the OrgMatchKey field. This value is not imported, but is used by the system to determine which Organizations are the same and do not need to be imported multiple times. For example, if there are three different employees for ABC Organization, create three rows for ABC Organization with each of the three employees info, with a "1" in the OrgMatchKey field for all three rows. The value doesn't matter - as long as OrgMatchKey is the same, the system will only import the individual and not duplicate organizations. Note that if the "Set Related Profile as the Main Contact" setting is enabled, the last employee in the list for that organization will be the one set as the Main Contact. 

When setting up the initial Excel spreadsheet, do not include columns of data for anything that is not listed in this article. The import will not proceed until the source file is properly formatted with these columns. 

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