Populating Impact Area (Local) for Volunteer Opportunities using the data loader
In this post we will show you the basic steps for populating the Impact Area (Local) field for Volunteer Opportunities.
For this example we are updating the Impact Area (Local) for Volunteer Opportunities with the Primary Impact Area Children & Youth Education so that we can further define the impact.
We have added the following values to our Impact Area(Local) field and need to update the Volunteer Opportunities with the correct values.
Early Childhood Education
To see a how to update picklist values, click here.
While this post utilizes a specific example, you can you the steps outlined in this post to populate other local and custom fields, by building out a report that meets your needs.
The first step to populating the Impact Area (Local) for a set of Volunteer Opportunities is building the report to get us the necessary information to update the record.
For this example, we will customize the Project Overview Report located in the Project Reports folder, but you can also create a new report as well.
Go to Reports/ Project Reports/ Project Overview Report and click on the name of the report.
Once on the report preview, click Customize.
Once you are able to edit the report, make the following changes:
1) Add filter Primary Impact Area equals Children & Youth Education
Add filter Organization Served contains school
2) Show: All Volunteer Opportunities
3) Date Field: End Date & Time
4) Range: All Time
5) Columns to Add
Impact Area (Local)
6) Optional Remove the following columns
Partner Staff Name
Once all the columns you need are in place, click on Run Report and then Export as .csv
Open the Exported table and save a copy as a back-up of the data.
Then make the necessary changes to the fields you wish to update.
Excel for Windows Tip: If you are update all the cells in a single column you can make the change in the top cell of that column and then click on that cell and drag down to highlight the remaining cells in that column. Once the cells are all highlighted, select Edit- Fill Down (keyboard shortcut: Ctrl +D).
At the bottom of the report, there is a footer, make sure to Delete these five rows from your table prior to importing the data.
Once all the changes have been made, Save the file in a location where you can find it for the import.
Now that the table has the updated information, we can proceed with the batch import to update the records.
To start go to Setup/ Admin Setup/ Data Management/ Import Custom Objects
Then click on Start Import Wizard
The import wizard will open up in a new window.
Once the Import has completed, make sure to go back to the Occurrences and check to make sure that they were updated properly.