How do I remove Constituents from the VMS?

The Constituent Deletion tool makes it easy to remove constituents from your VMS at your own convenience! 

As a reminder, excluding rows from your daily Constituent File sent via SFTP for import does not remove the constituents from your VMS. You must use the Constituent Deletion tool to remove constituents. 

Please follow the steps below to learn how:

1. Navigate to your VMS > Data Management > Remove Constituents. Please note: Only school administrators with "Full" permissions can access the "Data Management" page.

2. Click “Choose File” to upload a CSV of the constituents you’d like deleted. The CSV should include only one column with the constituent ID numbers listed. Please use the following column header: constituent_id

3. Once you have uploaded a file, click “Review Changes.”

Summary tiles at the top of the review page include the following information:

• Total Constituents:  Total # of constituents you uploaded for removal
• No Name Constituents: # of constituents that are “No Name” records. For more information on “No Name” records, head to Data Management > No Name Records.
• Assigned Constituents: # of constituents that are assigned to volunteers
• Volunteer Constituents: # of constituents that currently also have a volunteer record in the system. 

The review page will list the Constituent ID, Constituent Name, Preferred Class Year, Assignment Status and Volunteer Status of each constituent you uploaded.

• Assignment Status will note if a constituent is currently assigned to a volunteer. If you proceed with deleting this constituent, they will become unpaired from any volunteers who are assigned to them.
• Volunteer Status will note if the constituent currently also has a volunteer record in the VMS. The Constituent Record and Volunteer Record are stored separately within the system, so you can delete the Constituent Record without affecting the Volunteer Record or the volunteer’s access to the VMS. 

4. Once you have reviewed the table of changes, click “Remove Constituents” to continue with the constituent deletion, or “Discard Changes” if you’d like to make adjustments to your CSV and try again. If you choose “Remove Constituents”, the constituents will be removed from your VMS within 15-30 minutes.