Relief Registration Import

This page explains how to use the Relief Registration Import option.

Overview

You can add/or update Relief Registrations and in bulk using the Relief Registration Import option.

Refer to the register page for general instructions on importing:

Imports

Considerations

When importing consider the following:

• ID - is used to match to existing tasks if updating

• Contact ID - if linking to an existing Contact/Person

Import File

A CSV format file is required with the correct field mappings.

Refer to the Import Field Mappings section in the Import Instructions section for the latest import file requirements.

Import Steps

To import the file:

1. Refer to the general instructions in Imports.

2. In the General section select Type: Register Items

3. For Parsing Rule: select Relief Registration Import

4. Under Import File: use the Add file button