ARMS can import data in bulk to:
Add New Contacts (Roster, Recruits, Other Related Contacts)
Update Profile Fields
Create Groups
Load Activities (Evaluations, Team Activities, Calls, etc.)
Imports are done through a process of loading information from a spreadsheet to match an existing contact in ARMS or create new Contacts.
Import Requirements:
Format: .xls or .csv spreadsheets
Column Headings
Import Recommendations:
Contacts: First/Last Name
Contacts: Email Address
Recruits: Graduation Year
Evaluations: Name of Person Evaluating
Evaluations: Date of Evaluation and Event if applicable
Do you need to send data to a secure server for import? The ARMS Data Team will work with you to setup a secure FTP drop for your files. Just email us at help@armssoftware.com to get started.