Importing Volunteer Assignments Through Data Import

You can now send volunteer assignments to GC Volunteer Management through Data Import, and later files keep those assignments in sync.

Before you start

• Volunteers must already be in GC Volunteer Management before you import their assignments. Add them first with "Add Volunteers" (see [Adding Volunteers in GC Volunteer Management]).
• Volunteer roster imports are coming separately. When they're available, the volunteer roster and volunteer assignments will need separate files.

How to set up a volunteer assignment import

1. Open your Data Import configuration. [Open question: confirm the path to Data Import.]
2. Go to the "Portfolio Assignments" section.
3. Under "What type of portfolio is this?", choose "Volunteer."
4. Map the two required columns in your file:

• "Portfolio Owner ID": the volunteer's ID
• "Role Name": the volunteer's role, exactly as it appears in GC Volunteer Management [Open question: confirm whether matching is case sensitive.]

5. Save the configuration and send your file.

How assignments stay in sync

• Each new file updates volunteer assignments to match what's in the file. [Open question: confirm whether an assignment missing from a later file is removed.]
• Assignments made directly in GC Volunteer Management are never removed by a file.
• Gift officer portfolio imports work exactly as they did before.

If you have any questions or feedback, always feel free to reach out to support@givecampus.com.