Andar Connector (Data Import)

Transcription

1 Andar Connector (Data Import)

2 7300 Warden Avenue, Suite 503 Markham, Ontario Canada L3R 9Z6 Phone: Toll Free: Fax: Web: Copyright 2018 Andar Software Ltd. All rights reserved. No part of this document may be transmitted, stored in a retrieval system, or reproduced in any way without the written permission of Andar Software. Trainings, demos, presentations, etc., (whether on-site or web-based) may not be recorded, photographed, captured, etc., in any way without the written permission from Andar Software.

3 Table of Contents 1. Basic Information Data That Can be Imported The Overall Process Step 1 Prepare the Spreadsheet Determining the Column Headers Data in the Cells Step 2 Import the Prepared CSV File Step 3 Validate the Imported File Envelope/Transaction Values Organizations Account Match Individuals Account Match Name Match Other Scripts Resolve Errors and Warnings Step 4 Process the Validated File Step 5 Delete the Processed File Additional Information How to Unlock a Data Import File Loss of Formatting in CSV Files Andar Users Group Conference Revised 4/05/2018

4 1. BASIC INFORMATION The Andar Connector tool allows users to import data from a spreadsheet into Andar. It is available to all Andar customers, i.e. it is not an optional module. Because the name Andar Connector is often confused with another feature ( Outlook Connector ), Andar Connector is also referred to as Data Imports. Once logged in to the Andar360 support center, you can find Help documentation (a Tutorial) here: 2. DATA THAT CAN BE IMPORTED The following data can be added (and in some cases updated) by Andar Connector: Individual and Organization profiles Agency Descriptions: Agency Descriptions must have the CB module license. Identifying, creating, Updating Agency descriptions (See project ) CB Allocations and Funding Source: Allocations, Funding Source, Documents (see project ) Contact Information: Addresses Contact Rules (a.k.a. Do Not Contact) Correspondence Preferences Addresses Names Phone Numbers Salutations Web Addresses Under the CRM tab on a Profile: Analytics (MIG license required) Interest Ratings 2018 Andar Users Group Conference Revised 4/05/2018

5 Under the General tab on a Profile: Dates Demographics Numbers User Defined Relationships: Account Managers Affiliations Contact Relationships Employment Relationships and all related information, e.g., Salary, Sort Fields Campaign: Leadership Information, e.g., Override levels Awards (including Comments) Techniques Tracking Parameters, including Employee Tracking Parameters Campaign Dates Finance: Envelopes, Transactions, Designations, including Transaction SortFields Billing Schedules Donor Choice Structure (agency-level accounts) and Book Numbers DC Global Eligibility Payment Directives Gift Relationships both on transactions (MIG only) and on designations Prospect Data: See project for all importable fields for prospect data Volunteer: Basic information i.e. availability, leader, speaker checkboxes and dates Interests This list will get longer watch for future enhancements Andar Users Group Conference Revised 4/05/2018

6 3. THE OVERALL PROCESS 1. Prepare the spreadsheet of data to be imported into Andar. 2. Import the prepared CSV file into Andar. 3. Validate the imported file. a. Make any required data fixes. b. Import and/or validate again as often as necessary until the validation is error-free. 4. Process the validated file. 5. Delete the processed file STEP 1 PREPARE THE SPREADSHEET Important: Ensure that the spreadsheet is saved as file type Comma Separated Values (CSV) with file extension.csv. Basic rules about columns: It is no longer mandatory for the first column header in the CSV file to be preceded with #F#. Without #F#, the top row is assumed to be the header row. Columns can be in any order in the CSV file. Column headers are NOT case-sensitive. Make sure that each data item has its own column. E.g., you cannot have Greeneville TN in one column. You must separate the City, State and ZIP. An exception to this is the individual full name. You can import the name in a single column in the format (without commas): Prefix (optional), First Name, Middle Name (optional), Last Name, Suffix (optional). The convenience column header is Individuals.FullName Determining the Column Headers Short Form Column Names In the older Lockbox tool, the data that could be imported was limited. There was a specific set of column headers. These Lockbox column headers are referred to as Short Form Column Names. These are allowed only to make the transition from Lockbox to Andar Connector easier. As a Best Practice, users should use the Long Form Column Names Andar Users Group Conference Revised 4/05/2018

7 Long Form Column Names If you are new to Andar, it is recommended that you do not invest time in learning the outdated Short Form Column Names. Focus on using the Long Form Column Names. You will be required to use Long Form Column Names when what you re importing was not possible with Lockbox. Do not mix Short and Long Form Columns Names in the same import. This can cause problems, especially with designation import. The column name consists of: an indicator as to whether the information should apply to an individual or an organization (almost always) the destination database table name an index to identify the instance (if necessary) the database table column name When a database table depends on another table, the entire database table tree must be included. E.g.: An Address must be associated with an Individual or an Organization, i.e., Organizations.Addresses.AddressLine1. A Write-In agency name must be associated with a Designation, which must be associated with a Transaction, which must be associated with an Individual or an Organization, i.e., Individuals.Transactions.DCDetails.DCWriteIn.Name1. Refer to the Andar Help for details on Long Form Column Names, for sample templates, and for a listing of all importable fields. Help > Contents > Andar Tutorials > Data Import/Export > How to Use Long Form Column Names for Data Imports Example 1: You purchase a list of Organizations (Agencies) with address, phone and a contact name (Executive Director). These are your Long Form column headers (there may be other columns, depending on exactly what data you receive): Organizations.Name1 Organizations.ProfileAttribute Organizations.Addresses.AddressLine1 Organizations.Addresses.AddressLine2 Organizations.Addresses.City Organizations.Addresses.StateorProv Organizations.Addresses.ZipPostalCode Organizations.Addresses.AddressType Organizations.PhoneNumbers.AreaCode 2018 Andar Users Group Conference Revised 4/05/2018

8 Organizations.PhoneNumbers.PhoneNumber Organizations.PhoneNumbers.PhoneNumberType Individuals.Prefix Individuals.FirstName Individuals.MiddleName Individuals.LastName Individuals.Suffix Individuals.EmployeeRelationships.JobTitle1 Individuals.ContactRelationships.ContactType When completed, this import will create: An Organization Account with an address and phone number An Individual Account An Employee Relationship and a Contact Relationship Example 2: You are cleaning up Main and Mailing addresses on Individuals. You have used Data Mining to extract the existing addresses to a spreadsheet, and made the corrections in your spreadsheet. These are your Long Form column headers (there may be others): Individuals.AccountNumber Individuals.Addresses[1].AddressType Individuals.Addresses[1].AddressLine1 Individuals.Addresses[1].AddressLine2 Individuals.Addresses[1].City Individuals.Addresses[1].StateOrProv Individuals.Addresses[1].ZipPostalCode Individuals.Addresses[2].AddressType Individuals.Addresses[2].AddressLine1 Individuals.Addresses[2].AddressLine2 Individuals.Addresses[2].City Individuals.Addresses[2].StateOrProv Individuals.Addresses[2].ZipPostalCode When completed, this import will update the existing Individuals addresses Andar Users Group Conference Revised 4/05/2018

9 Example 3: You receive a spreadsheet of payroll pledges and designations. Employees have made up to two designations, which may or may not be write-ins. Your organization uses Agency Book Numbers. These are your Long Form column headers (there may be others): Organizations.AccountNumber Individuals.FirstName Individuals.LastName Individuals.EmployeeRelationships.EmployeeID Individuals.Transactions.TransactionType Individuals.Transactions.TotalPledgeAmount Individuals.Transactions.DCDetails[1].BookNumber Individuals.Transactions.DCDetails[1].TotalDonation Individuals.Transactions.DCDetails[2].BookNumber Individuals.Transactions.DCDetails[2].TotalDonation Individuals.Transactions.DCDetails[3].DCWriteIn.Name1 Individuals.Transactions.DCDetails[3].TotalDonation Individuals.Transactions.DCDetails[4].DCWriteIn.Name1 Individuals.Transactions.DCDetails[4].TotalDonation When completed, this import will create: An account for the employee and an employee relationship, if they don t already exist An envelope with transactions and designations Note that the employee relationship is not added by Andar Connector unless there is an EmployeeRelationships column. Example 4: You receive a spreadsheet of payroll pledges. Some anonymous donors pledges have been batched. These are your Long Form column headers: Organizations.AccountNumber Individuals.FirstName Individuals.LastName IndOrg.Transactions.TransactionType IndOrg.Transactions.TotalPledgeAmount IndOrg.Transactions.BatchTransactionFlag ( 1 for batch rows, blank for non-batch) IndOrg.Transactions.NumberOfDonors (a number for batch rows, blank for non-batch) 2018 Andar Users Group Conference Revised 4/05/2018

10 Note: The IndOrg convenience prefix is not recommended in imports other than those for Transactions. When completed, this import will create: An account for the employee if one doesn t already exist An envelope with non-batch and batch transactions Ignoring Columns You may retain columns of data in the CSV file that cannot be used by Andar Connector. Type Ignore in front of the field name (column header), e.g., Ignore Pledge Method. This is not case-sensitive, and does not require a space after ignore. Create Your Own Templates The required columns will vary depending on what you re importing. Think about what is required when you manually enter data, e.g.: When entering transactions, you must have a transaction type. When entering demographics, you must have a demographic type, but you do not need an effective date Data in the Cells Formatting Dollar amount formatting is ignored, i.e and $1, and 1000 are all valid. Phone number the hyphen is optional, i.e. both and are valid. Date use YYYYMMDD without slashes, e.g is correct for Dec 31, Checkbox use 1 or Y to indicate a checkbox is selected; 0 or N or blank to indicate a checkbox is not selected. Postal Code the space is optional, i.e. both L3R9Z6 and L3R 9Z6 are valid Deleting Data Only Addresses, Addresses, and Phone Numbers can be deleted by Andar Connector. Add an action column. The heading will be one of: Action.Individuals.Addresses Action.Individuals. s Action.Individuals.PhoneNumbers Action.Organizations.Addresses Action.Organizations. s Action.Organizations.PhoneNumbers Enter delete in the cell in the Action column. This is not case sensitive. Indicate the address, , or phone number type Andar Users Group Conference Revised 4/05/2018

11 When Validating, under the Other Options tab, check Allow action columns. Clearing Data Certain data can be cleared, or blanked out. Enter <BLANK> in the cell. This IS case-sensitive. Leaving a cell empty will not cause that data item to be cleared. An empty cell just means you are not importing that data item for that account. E.g., you have columns for home address, but not all employees supply their address. You can clear data only if the field is not required, e.g. Vendor Number on the Organization Bio tab, Sort Fields on the Employee Relationship. Think about what is required when you manually delete the data. Table Entry Values Frequently a type code is required, usually a value from a drop-down box, e.g. an address type, transaction type. These are not case-sensitive but must otherwise be exactly the same as the Table Entry in the corresponding Andar Table; alternately you may use the Abbreviation - as long as it is unique in that particular table. sign has special meaning in Excel. If the table entry starts with sign, you must put a single quote in front of it, To find out the Table Entry: Go to System Administration > Table Maintenance, or On a screen showing the desired type description, hover your mouse over it. The Table Entry is shown in the tool tip, or 2018 Andar Users Group Conference Revised 4/05/2018

12 On a screen showing the desired type, right click in a cell > Column Name > Show > Entry. Inactive and Deceased Accounts You will get an error message if you try to add/update data on Inactive or Deceased accounts. However, if you wish to, for example, delete s or import historical pledges: Include the column Individuals.AccountStatus or Organizations.AccountStatus. Put the account s current status in the cell, i.e. either Inactive or Deceased ; or, After you validate the file and get the error message, you can update the account status inside the Connector Import Update screen. Transactions Generally speaking you cannot update existing transactions through Andar Connector. (This includes designations they cannot be imported after the pledge transaction already exists.) 2018 Andar Users Group Conference Revised 4/05/2018

13 Here are two exceptions: Special Handling of Two Transaction Types For these two transaction types, a pledge of Hours or Percent Bonus can be added instead of a dollar amount: Transaction Type Description Table Entry Column Heading L Employee Personal-Time-Off PTO Individuals.Transactions.TimeOffHours a t Incentive Compensation ICGift Individuals.Transactions.PercentOfBonus er, you can update the pledge amount using Andar Connector under these conditions: The envelope containing the pledge has not been closed. The new pledge amount must be greater than zero. The old pledge amount to be updated must be zero. All imported fields must match the information found on the transaction to be updated (except the pledge amount). The import to do the update must contain these and only these columns: Organizations.AccountNumber Individuals.AccountNumber Individuals.Transactions.TransactionNumber Individuals.Transactions.EnvelopeNumber Individuals.Transactions.TransactionType Individuals.Transactions.TotalPledgeAmount Transaction Flags You can update transaction flags (Release Name, Release Address, etc.) on existing transactions in any status. The import to do the update must contain these and only these columns (you can replace Individuals with Organizations ): Individuals.AccountNumber Individuals.Transactions.TransactionNumber Individuals.Transactions.ReleaseFlag (this is for Release Name) Individuals.Transactions.ReleaseAddress Individuals.Transactions.Release Individuals.Transactions.ReleaseAmount Individuals.Transactions.AcknowledgementFlag Individuals.Transactions.PublishFlag 2018 Andar Users Group Conference Revised 4/05/2018

14 3.2. STEP 2 IMPORT THE PREPARED CSV FILE Andar Main Menu > Data Import/Export > Data Imports During the Import step, the data is brought into Andar, but it s in a holding area until it is validated and processed. In the Import step, only the column headers are validated. You may leave the spreadsheet open while importing. This is especially helpful if the data you are importing includes long strings of numbers (like CyberSource subscription IDs) or numbers with leading zeros (like zip codes or employee IDs). To Import: Click on Add. Click on Browse. Find and select the CSV file you prepared. The Document Location and Document Name are recorded. The Description defaults to the CSV file name. You may enter a more meaningful Description. Click on Submit. You will be warned if the selected file has previously been imported and is still in the list of Data Imports. When the Import job is complete (you will not get a Job Completed window), the Last Status of the Data Import file will be either: Imported - you may proceed with the Validate step, or Import Errors - you must resolve (fix) those errors in the CSV file, re-save the CSV file, delete the Data Import file, and then import the CSV file again. At the top of the screen, there is a box labeled Import Messages which displays information about the highlighted Data Import file. Messages with an x inside a red circle are errors. These errors must be fixed in your CSV file; then import the revised CSV file. E.g., when there is a typo in the heading name Mapping not found for Organizations.AccountNumer (column header = Organizations.AccountNumer : column number = 1 : column letter = A). Messages with an i inside a balloon are just informational. An import may still be successful with informational messages. E.g., Column ignored. Review the informational messages. They may still require your attention Andar Users Group Conference Revised 4/05/2018

15 3.3. STEP 3 VALIDATE THE IMPORTED FILE During the Validation step, Andar Connector Verifies you have all the mandatory columns and data items, Verifies data types are valid, Ensures other validation requirements are met, e.g., ZIP codes are valid, Matches accounts in the Data Import file to existing accounts in the database. To Validate: Highlight the Data Import that is in Imported status. Click on Validate. Select the Validate options (from all appropriate panels). Select a Job Queue. Click on Submit. Validation screen: The top section of the Validate screen is Connector Information. The bottom section is Connector Validate/Process Options. This section has six tabs: Envelope/Transaction Values Organizations Account Match Individuals Account Match Name Match Other Script Envelope/Transaction Values This tab is similar to an Envelope Face. If the import does not contain transaction data, this section is not used. If the import does contain transaction data, these serve as default values. E.g., if the import does not have a Campaign Account specified, then the Campaign Account identified on this tab will be used. If the detail record does contain a Campaign Account, then that will override the Campaign Account specified on this tab. Maximum Records If the number of records exceeds this number, Andar Connector will automatically create another Envelope Andar Users Group Conference Revised 4/05/2018

16 Break On Organization If the Envelope Type is Workplace, a new Envelope will be created for each different organization account on the import file, regardless of this flag. If the Envelope Type is NOT Workplace, when this box is selected, Andar Connector will create a new envelope for each different organization account found on the import file. The default value is set under System Preferences > Finance > Create a new envelope for each organization when importing payments. Other Information You may leave the Organization Account blank for a Workplace envelope if there is a column in the import with the Organization Account. If an Organization Account is entered on this screen, all records in the import file must be for the same organization. If Envelope numbers are used on the import records, the transactions will be added to those envelopes (when valid). You cannot process transactions into a Web-attached or a closed envelope Organizations Account Match The fields on this tab apply to Organization account matching by Andar account number, EIN/BN, and External Account Number. Ignore Multiple account match error and create a new account Check this box to have Andar Connector create a new Organization account when it finds multiple organizations that match an EIN/BN or External Account Number from your import record. Hold name mismatches When the name of the matching Organization in the database does not match the imported name, generate a validation error. The user can then examine each error, reviewing the Possible Matched Accounts tab to gather additional information. Treat name mismatches as updates to current Organizations names When the name of the matching Organization in the database does not match the imported name, assume the imported name is correct, and update the Organization name in the database. Save old name as a new Names record using name type When an Organization name is updated in the database, create a new Name record to keep track of the old name, using the specified Name Type Andar Users Group Conference Revised 4/05/2018

17 Ignore name mismatches When the name of the matching Organization in the database does not match the imported name, ignore the mismatch, and do nothing. (No error, no update.) Individuals Account Match This tab tells Andar Connector how to match Individual accounts in the import with accounts that already exist in Andar, based on a unique identifier. If the selected criteria is not met, an error will be issued. Individual Andar account number required Check this box if all records in the CSV file contain an Individual Account Number (which also exists in the database). SSN required Check this box if all records in the CSV file contain an SSN (or SIN), and if the Individuals in the database must have a matching SSN/SIN. Match using Employee ID Check this box to have Andar Connector use the Employee ID to match import records with an existing account. Also match expired employee relationships This option should always be checked when importing payroll payments. This option could be checked when importing an employee file or a pledge file, for cases where an employee leaves an Organization and later returns. Match using External Account Number Check this box to have Andar Connector use the External Account # to match import records with existing accounts. Name Verification After Andar Connector finds a matching account based on Account #, SSN, Employee ID, or External Account #, it verifies that the imported name is the same as the name on the existing account. Verify name using Select how you want Andar Connector to compare the names, e.g., Last Name and the Full First Name, Last Name and just the first 3 letters of the First Name, etc. To set a system-wide default for this drop-down list, right click on the list > Edit Table. Change the Pref numbers in Table Andar Users Group Conference Revised 4/05/2018

18 You have three choices with how to handle a name mismatch: Hold name mismatches Andar Connector will issue an error message if, for example, the Data Import record contains the name "Robert Wilson", and the Andar profile contains the name "Bob Wilson". Treat name mismatches as updates to current Individuals names Andar Connector will update the name on the existing account in the database. This applies whether you are doing an Account OR a Name match. It refers to the 5 name parts: prefix, first, middle, last, suffix. Save old name as a new Names record using name type: If selected, Andar will keep record of the previous name. Ignore name mismatches When the name of the matching Individual in the database does not match the imported name, ignore the mismatch, and do nothing. (No error, no update.) Name Match Andar Connector uses the imported name to find a potential account match when: Your import does not have any of the four identifiers (Account Number, SSN, Employee ID, or External Account Number), or When your import DOES have one of the identifiers but a match is not found. Suspend name search matching Check this box to prevent any name matching from occurring. If a matching account is not found based on Account Number, SSN, Employee ID, or External Account Number, a new individual account will be created in the database. The following three checkboxes tell Andar Connector how to handle name match errors. It is recommended that you run the Validate step at least once before selecting any of these boxes. After reviewing your results (and potentially making updates in the connector file) you can then decide whether you need to run the Validate/Process step again with one or two of these boxes checked. Ignore Multiple name match error and create a new account Check this box to have Andar Connector create a new account even when there are multiple name match errors. Ignore Not Confident name match error and create a new account Check this box to have Andar Connector create a new account even when there are Not Confident errors Andar Users Group Conference Revised 4/05/2018

19 Ignore Not Confident name match error and use the found account Check this box to have Andar Connector use the possible match as the matching account. Individuals Name Search Options (if Account #, SSN, Employee ID, or External Account # NOT found) Search for name using Select the level of precision you wish to apply to the search for matching accounts based on name. Selecting Last Name/First Name is usually a good starting point. Choosing the lowest level of precision (Last Name/1st Letter First Name) will broaden the search scope and produce more potential matches than higher levels of precision. But it can also potentially match on an account that is NOT the same person. This selection can be different than on the Account Match Options tab, but the default value comes from the same table. After finding an account that matches on name, Andar Connector can use Addresses, Phone Numbers, Addresses and Employee Relationships to more precisely identify matching accounts, or to give confidence to the match. Match using Address type, and Match using Phone type, and Match using type These options work to potentially cause one matching account to be given preference over others if the account has an address/phone/ record that matches that of the imported record. When a matching address/phone/ is found, the potential matching account has its match confidence value raised by a value of 1 for each one of address, phone, and that matches. After all potential matching accounts by name have been examined, those that have the highest match confidence value are kept and all others discarded. Important: An address/phone/ mismatch does not exclude a potential matching account from the match results accounts are only excluded when one or more other potential matching accounts are found by Andar Connector to have a higher match confidence value. There is almost no reason to not use the Match using... options because they will only serve to isolate accounts with matches, and will never cause a potential match to be discarded due solely to a mismatch. The only times you may want to disable these options are: when you know that an existing but different individual with the same name has the same address/phone/ , or 2018 Andar Users Group Conference Revised 4/05/2018

20 when the data import does not contain columns for address/phone/ , or when you know the address/phone/ won't match (e.g. because it is new or an update). In this case, the only benefit to not checking the options is that the validation job will run a little faster. The options to select the particular type of address/phone/ can be used if you wish to raise match confidence only when the imported values match a specific type. It is recommended that you check these 3 boxes, and select Any Address/Phone/e- Mail Type from the drop-down lists. Limit search using Organization s Employee Relationships When checked, the name search results will only include potential matches that have an existing employee relationship with the imported organization. When not checked, the search scope is broadened to include all Individual accounts in Andar. It is recommended that you check this box the first time you run the Validate/Process step. You might uncheck it to broaden your search on a subsequent run. Include Employee Relationships of Organizations parent/subsidiary accounts This option broadens the scope of the Limit search using Organization s Employee Relationships option to include all parent and subsidiary accounts of the imported organization. Use Full Text Search When checked, a full text search will occur only if no matches are found using regular name matching. This includes all names under the Names tab as well as a fixed list of nicknames. See attachment NicknamesInAndarBehindTheScenes.csv on project Other This tab contains options for Validating and Processing. Options that involve changing data in the database are applicable only in the Process step. Never create new accounts Check this box to prevent Andar Connector from creating new accounts during the Process step. Allow Importing to Inactive or Deceased accounts Check this box to update Inactive or Deceased accounts 2018 Andar Users Group Conference Revised 4/05/2018

21 Only do search for records NOT Matched on prior runs During Validation, Data Import records that resolve to an existing Andar account are flagged as Matched. When this box is checked, when you re-validate or process the Data Import file, Andar Connector will apply updated validation rules only to records that are not Matched. Use Case Correction on Names, and Use Case Correction on Address If the CSV file contains name and/or address data that is all uppercase or all lowercase, check this box to apply standard formatting to the records. Andar Connector will capitalize the first character of each word, and make the remaining characters lowercase. The routine handles exceptions like Mc, Mac, P.O., SE, SW, etc. This occurs during the Process step. Do NOT change existing data Check this box if you do not want Andar Connector to replace existing data, like Addresses, Phone Numbers, etc. This applies at the whole-record level rather than the field level. The purpose is to prevent changes to existing records, or to only allow adding new records. This does not apply to the name (prefix, first, middle, last, suffix) pledges and designations. Have employee payment follow employee pledge Only valid when importing payment transactions. This is designed for Organization with subsidiaries. But it can be used any time payments are imported. If no matching pledge is found, an error will be thrown. If an employee s pledge is on Subsidiary #1, you must post all his/her payments for the campaign year on Subsidiary #1, even if he/she begins to work at a different subsidiary. When this box is checked, the Organization account on the imported payment transaction will be replaced by the Organization account found on this employee s pledge. For this reason, you may use the Parent account number on all the import rows, and check the Include Employee relationships of Organization s parent/subsidiary accounts option on the Name Match tab. This option is highly recommended. A pop-up window will appear, explaining this option to allow the user to be sure of his selection Andar Users Group Conference Revised 4/05/2018

22 Use campaign account from employee pledge Available when the above option is selected. Similar to the above option, the Campaign account on the imported payment transaction will be replaced by the Campaign account found on this employee s pledge. For this reason, you may use the Campaign account of the parent on all the import rows. Check if account already has an existing pledge for the same year If one is found, an error will be issued. The specifics regarding how an existing pledge is identified are based on a System Preference. In addition to comparing donor account and campaign year, it might also consider Campaign Account, Campaign Type, and/or Transaction Type. See: System Preferences > Finance > Transactions > Check for other pledges on the same account specific to the following types. Check for duplicate Individuals records within the Connector data If there are multiple records for the same individual, an error will be issued. If it is okay for a single individual to have multiple records in the import, do not select this option. But if it would be indicative of an error (or possible error), select this. For the following two options, an expired employee relationship could be updated only when the Also Match expired employee relationships option is checked on the Individuals Account Match tab: Do not create a new employee relationship when an EXPIRED employee ID AND employee type AND organization account match is found. When this option is checked, and if no active matching relationship is found, Andar Connector will update the last-created matching expired relationship instead of creating a new one. When unchecked, and if no active matching relationship is found, Andar Connector will create a new relationship. Do not create a new employee relationship when an ACTIVE employee ID AND employee type AND organization account match is found. When this option is checked, Andar Connector will update the matching active relationship. When this option is unchecked, Andar Connector will create a new relationship if there is no active matching relationship with overlapped effective date range. If there is a matching active relationship with overlapped effective date range, Andar Connector will not create new relationships and will issue an error Andar Users Group Conference Revised 4/05/2018

23 When neither of the Do not create. options is checked, Andar Connector updates: only the matching active relationship even if an expired matching relationship is found the matching expired relationship only if no matching active relationship exists the most recently-created matching relationship when multiple matching relationships with the same status (expired/active) exist Expire existing active employee relationship(s) on new relationship creation. If one or more active employee relationships exist and a new one of the same type is specified on the import record, Andar Connector will expire the existing employee relationship(s). Allow action columns Check this box when deleting addresses, addresses, or phone numbers, as discussed above under Deleting Data. There is special authority to control the use of this option. Ignore truncation errors on SortFields When this option is selected, any imported values for employee relationship SortFields will be truncated if they are longer than the 45 characters limit without issuing a warning or error. It will not have any effect on other fields; when others are too long a truncation error will still be given. Validation will still be applied on imported SortFields that have a "restricted" set of predefined values setup on the employer account or other level. Use this option with caution: if the value is too long, it will be truncated at the character limit. If you have chosen to abbreviate the entry in some other way, e.g. replacing "Department" with "Dept." the truncation will not match existing data values. Note: If you are importing pledges and designations and your import has one row per designation (i.e. sometimes the same donor is on more than one row) you can process this by doing the following: Uncheck both these options: Check if account already has an existing pledge for the same year, and Check for duplicate Individuals records within the Connector data (Alternatively, you may wish to first run a Validation with box Check if account already has an existing pledge for the same year checked. Remove accounts whose pledge has already been processed. Then uncheck for the second Validation.) Include a column that is part of the employee relationship, e.g. EmployeeID or 2018 Andar Users Group Conference Revised 4/05/2018

24 EmployeeType. Without this, for employees that are not yet in your database, the Employee Relationship is not created by Andar Connector (it is created at envelope close). If you have checked Limit search using Organization s Employee Relationships, Andar Connector will not find the match and will create a new account for each row Scripts A Script is an SQL statement that will change data in the Data Import file. If a Script is selected in this tab, it will be executed during the Validate and Process steps. It will also run when a record detail window is opened. You must have the Executive Plus optional module to use scripts. See section 4.3 Using Scripts in Andar Connector for additional information Resolve Errors and Warnings When the Validation job is complete, the status of the Data Import file will be either: Validated - you may proceed with the Process step, or Validate Error - Depending on the type and extent of the errors/uncertainties, you may need to: make corrections in your spreadsheet and go back to the Import step, or make corrections within Andar Connector re-submit the validation. Each detail data record will have its own Record Status. It may be: Validated, or Error And within each detail record, each data section will have its own status, e.g., Organization 1 Matched and Individual 1 New. The possible statuses are: New No matching account is found in Andar. The Process action can create a new account. Error Information in the section may be missing or wrong. You need to correct the error(s). Matched Matching account is found in Andar. The Process action can add the information to the existing account. Not Confident There is a possible matching account(s) in Andar. You need to verify the account and decide whether it is a real match Andar Users Group Conference Revised 4/05/2018

25 Error Report The Error Report is submitted automatically when there are validation errors. Or you may highlight a Data Import row and click on Error Report at the bottom of the screen to run it. At the bottom of the report, there is an Error Summary. It provides a Count of each Type of Error that it found. How to View and Correct the Errors within Andar Connector Highlight the Data Import row and click on Details. Note that each record has a Record Status. At the top of the screen there is a filter by Record Status. Use this to display only the Error rows. If you highlight an error row, at the top of the screen you ll see a list of the errors found within that record. Double-click on a row, and the errors within that record are again listed at the top of the screen. When you click on an error message, you are repositioned to the area of the update panel where you need to fix the error. When a single detail record has multiple errors, fix the errors in the order listed. Sometimes fixing the first error will resolve all of the errors for that detail record. You can make one correction, and then click on Validate to see the remaining messages. Use the double up and down arrows on the right side of the section heading to hide/unhide sections. Andar Connector will remember the sections you ve hidden while you are working in the same Data Import file. Multiple Name Match and Not Confident Errors When you click on either of these error messages, you will automatically go to the Possible Matched Accounts tab where you can see details about the possible matches. To open a profile for more information, highlight and click Display. If you determine that one of the possible matches is the correct account, highlight and click Select if you wish to stay on the screen to do other updates, or Select and Update, or double click on the row to update and close the screen. Not confident errors occur on Name Matching. It means a single, matching record was found, but there is some question about its validity such as SSN, Employee ID, External Account # mismatch There is no other matching data (address, phone, , or employee relationship) to verify the name match Andar Users Group Conference Revised 4/05/2018

26 Un-matching Accounts The red negative sign button to the right of the Matched Account can be used to remove the matched account. When you re-validate with the option Only do search for records NOT 'Matched' on prior runs selected, option the record will be included. After all corrections are made to a detail record, click Update. After all detail records that had errors have been updated, submit the Validate task again (so that the Data Import row shows a status of Validated ) STEP 4 PROCESS THE VALIDATED FILE This is the step that actually puts the imported and validated data in all the appropriate Andar screens, tabs, sub-tabs, envelopes, etc. All data is re-validated. Once the Data Import file has been Processed the database changes are committed there is no Undo button. (Except that an envelope can be canceled.) It s not always easy to work with a Data Import file that includes some records that have already been Processed and some that have not. We strongly recommend that you Process a Data Import file only after the status is Validated. To Process: Highlight the Data Import file. Click on Process. You ll be prompted with the same screen you saw when you clicked the Validate button. Review your saved options. Make changes only if necessary. Click on Submit. When the Process job is complete, the status of the Data Import file will be either: Processed The whole Andar Connector process is now complete. If envelopes were created, you will need to close them. Process Error - All valid records are processed. You must resolve (fix) those records that have errors, then re-submit the Process step. Proceed in the same manner as for Validate Errors Andar Users Group Conference Revised 4/05/2018

27 3.5. STEP 5 DELETE THE PROCESSED FILE Once you are satisfied that the data was successfully added/updated into Andar, and that you will not need to look at it through Data Imports any longer, you may delete the Data Import file. However, it s considered a Best Practice to retain any original files you received from outside your organization (and also the formatted CSV file that you ultimately imported). Save them outside of Andar, perhaps on a network drive. 4. ADDITIONAL INFORMATION 4.1. HOW TO UNLOCK A DATA IMPORT FILE If a Data Import file should become locked (perhaps by shutting off your computer while it was attempting to import a CSV file), and if you are sure no one else is currently working on that file, you may unlock it as follows: Andar Main Menu > System Administration > Unlock Records > General > Unlock Connector Select from the drop-down list of In Use Connectors. Click on Unlock LOSS OF FORMATTING IN CSV FILES Microsoft Excel can display data correctly on screen, but might change the data format when it writes to a CSV file. This can cause problems with numeric data with leading zeros, e.g., ZIP code, DUNS Number, Employee ID long numeric values, e.g., SSN, Credit Card Number, CyberSource Subscription ID To avoid problems Format any such cells/columns as Text. Save the file (without closing it). Leave the CSV file open as you import and validate it. If all else fails, use your original file as a backup Andar Users Group Conference Revised 4/05/2018

28 You may wish to check that the formatting is correct by opening the CSV file with Notepad. It will look like long strings of data with commas between the data from different columns - hence the term Comma Separated Values. The text data will appear in quotes. The numeric data will not. You should also ensure that there are no unnecessary quotation marks in the first row. If quotation marks exist, the values between the quotes are not separated; rather, they are treated as a single value Andar Users Group Conference Revised 4/05/2018

29 End of Workbook End of Workbook