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
Note: Additional fields can be included as well. The column headers provided in the template are NOT REQUIRED for a recruit import, just the first 3. You can always add additional columns and we can create CUSTOM FIELDS to store it within the recruit profile.
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.