Creating a report to import connections for team members
If you have enabled the advanced feature that allows for batch importing connections, you'll want a report that allows you to get the Contact ID and Team Member ID for contacts you want to batch create team connections for. Here's the basics of such a report:
Create a new report of type "Volunteer Teams with Volunteer Team Members and Contact"
Change the show to "All Volunteer Teams" and add the following fields to the report:
- Contact ID
- Volunteer Team Member: ID (note: This is different than "Volunteer Team Member: Team Member ID' which is the VTM- record # -- NOT what we want)
These two IDs are the ones you'll reference when importing the template using the wizard.
I've optionally added the fields
- Team Name
- Contact: First Name
- Contact: Last Name
(strictly so I can see that I have the people I expected)
Add the filter: Volunteer Team: Volunteer Team Name equals (null). When you use this report - you'll edit this one filter to put in the team name you wish to run the report on.
Save the report with a clear name like "Batch Import team connections"
Add filters as desired each time you want to export contacts, and save as a .csv file which you can then import via the wizard.
Edit the filter to find all the team members for a specific team, and then export as a .csv file. (Or use any filters you wish if you batch adding a number of different contacts to connections).
Remove the footer, and then import using the 'import connections' wizard following the instruction in this post. Batch importing connections,