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Legislative & Regulatory Calls to Action (LRCA) Feature in Detail
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Loading bulk lists of LRCA Contacts

Administrators can load lists of LRCA Contacts in batches using the Import Contact Data utility. The utility is accessed from the Administration Menu by clicking on the Utilities Icon of the Site Management column and then clicking on the Import Contact Data Icon on the Utilities page.

 

 

Import templates can be created for different Member Types based on the data to be imported. The Import templates are listed on the Member Profiles page

Click on the appropriate template label or click on  to access the Import Contacts Data Management Page and create a new one.

 

Import Contacts Data Management Page

 

The Import Contacts Data Management page sets up the utility to import from a CSV file located on the Administrator’s remote computer or network. If the CSV file was setup with the following fields:

  1. First Name
  2. Last Name
  3. Title
  4. CompanyName
  5. Company Address1
  6. Company City
  7. Company State
  8. Company Zip
  9. Company Phone
  10. Company Fax  
  11. Company E-mail
  12. LRCA Branch 
  13. LRCA Level
  14. LRCA  State

 

 (columns in a spread sheet) the appropriate Data Management page would be set up as displayed.

 

 

 

For new contact records the program will automatically assign the users email address as the Login Name. If there is no email address for the imported record, the Login Name will be set to the contact’s First Name plus Last Name without a space between them. If the First Name plus Last Name Login Name already exists, a number will be added to make the Login Name unique. For new contact records the password will automatically be set to the First name plus the Last Name.

 

The import always preserves the Login Name and Password for contact records that already exist. If the imported record does not contain a contact’s name, the Company Name will be used instead.

 

For each field included in your CSV file, enter the number corresponding to the order of the field in the CSV file. A zero is used to indicate that the field is not in your CSV file. Check all fields that should have their existing value replaced by the imported value. Empty fields in existing contacts records will always be updated with the import value. All fields will be imported for new contact records.

 

§         Profile Name – The name of the template is entered here. It is the label that displays in the Member Profiles List.

 

§         Select a CSV file to be imported: - Clicking on the  button next to the Select a CSV file to be imported: field box activates the MS Windows Choose File dialog which the Administrator uses to locate the CSV file which is to be imported.

 

 

§         Select Data Subscription file: - If the client organization has subscribe to NonProfitOnly’s LRCA Contact subscription program, the path to the update file is entered here.

 

§         Values Included – For each field included in theCSV file, the Administrator enters the number corresponding to the order of the field in the CSV file. A zero is used to indicate that the field is not in the CSV file. Fields that should have their existing value replaced by the imported value require the box be checked. Empty fields in existing contacts records will always be updated with the import value. All fields will be imported for new contact records.

 

 

Administration checks the appropriate Contact Type, Special Interest Group and Security Group then saves the template by clicking on .

 

Once the template is saved, confirm the data in the Select a CSV file to be imported field and then click on .

 

Creating the CSV file.

 

The most commonly used method of creating and manipulating a CSV file is using Microsoft Excel Spreadsheet application. For example, a spread sheet with the following columns might be created:

 

  1. First Name
  2. Last Name
  3. Title
  4. CompanyName
  5. Company Address1
  6. Company City
  7. Company State
  8. Company Zip
  9. Company Phone
  10. Company Fax  
  11. Company E-mail
  12. LRCA Branch 
  13. LRCA Level
  14. LRCA  State

 

Individual contacts are entered into concurrent rows in the spread sheet and the saved CSV file would appear similar to the following text when viewed with a text editor such as MS Notepad:

 

First Name,Last Name,Title,CompanyName,Company Address1,Company City,Company State,Company Zip,Company Phone,Company Fax,Company E-mail,LRCA Branch,LRCA Level,LRCA  State

 

Anthony,Anastasio,Administration Director,"Public Defender, Office of the","25 Market St., P.O. Box 850",Trenton,NJ,08625,(609) 292-7046,(609) 777-1795,anastasio_a@opd.state.nj.us,Administrative,State,NJ

 

Kathleen M.,Kisko,Administrative Director,Administration Division,"225 W. State St., P.O. Box 459",Trenton,NJ,08625-0459,(609) 777-1273,(609) 292-9897,kathleen.kisko@sos.state.nj.us,Administrative,State,NJ

 

Brian,Goldsmith,Administrative Officer,State Library,"185 W. State St., P.O. Box 520",Trenton,NJ,08625-0520,(609) 984-6714,(609) 984-7898,bgoldsmith@njstatelib.org,Administrative,State,NJ

 

Joseph,Spicuzza,Administrative Services Director,Administration and Technology,"John Fitch Plaza, P.O. Box 110",Trenton,NJ,08625-0110,(609) 292-6810,(609) 292-8202,jspicuzz@dol.state.nj.us,Administrative,State,NJ

 

Maureen C.,Fullaway,Affordable Housing Council Executive Director,Community Affairs Department,"101 S. Broad St., P.O. Box 800",Trenton,NJ,08625-0800,(609) 292-3000,(609) 984-6696,coah@dca.state.nj.us,Administrative,State,NJ

 

Hugh,O'Hare,Appeal Tribunal Chief,Income Security,"John Fitch Plaza, P.O. Box 110",Trenton,NJ,08625-0110,(609) 292-2669,(609) 292-7667,hohare@dol.state.nj.us,Administrative,State,NJ


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