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Contact Import Overview
GrowthZone is committed to helping your organization reach its goals, and we know that data is key to making that happen. For some associations it is critical to keep their databases up to date with national, provincial, or other third-party information, but it can mean a lot of unmanageable dual entry without the ri…
Add Resources Viewable by the Member and Staff Only to the Info Hub
On the My Files tab within Resources members may upload files that are only visible to them, and the association staff. Once uploaded to My Files , the documents will also be displayed in the back-office, on the member's Files tab. * Click Resources in the left-hand navigation panel. * On the My Files …
View or Edit Contacts on a List/Committee
You may view and/or add contacts to a List/Committee on the Contacts tab. NOTE: You can also add individual members to the list/committees from their contact page. View Contacts on a List/Committee * Click Lists/Committee in the Navigation Panel. A list of the lists/committees currently configured in your sy…
Add a Contact to a List/Committee
While it is possible to add contacts in bulk to a list- either via report results or by importing a list- sometimes you may need to manually add a contact or contacts to a list/committee. You can do this either via the list/committee itself or on the Profile tab of the contact record. Add a Contact to a List/Committ…
Matching Registrants to Contacts
There is a column called Match that may contain an icon for some registrants. If there is NOT an icon, it means the system recognizes both the Individual and the Organization as existing contacts. If there IS an icon, it means something about the registration doesn't match the data in the system. Click…
Import Contacts
The Import Contacts module allows you to easily import individuals to your database from a source file (csv, xlxs or similar type file). This is an add-on module. If you are interested in purchasing please reach out to the Account Management team . When you create the file a header row is not required, howeve…
Import Contacts to a List/Committee
Through import functionality, you can import a file containing the contacts that you wish to add to a list roster. If contacts already exist in your database, the system will match them, if the contacts do not exist, the system will create a new contact. To import a list, start with .csv, .xls, or .xlsx file with col…
