You can use the file uploader to update social media ids and website addresses for existing constituents these are the steps you need to follow.
- Download the Donorfy Updates Data Preparation Template from here: Constituent Update.xlsx
- Read the Important information text and then delete it
- Remove all the columns except the column you will use to identify the constituents - e.g. Constituent Number
- Add column(s) for the social media ids you want to update - these need to be in the format Social_Media_<social media id> e.g. to update a
- Facebook id you would use Social_Media_Facebook
- Website address you would use Social_Media_Website
- Fill in the columns with the constituent numbers and social media ids - similar to the example below
Tip - The constituent worksheets in the data preparation template included the social media columns - you can download the data preparation template from Data Management | File Upload and copy the columns you need from there into your Excel worksheet - below is an example of the columns in the data preparation template
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