The Master field list will list all of the fields in each object and give the picklist values, help tips and notes. By using the Occurrences tab within the Data Mapping table, you will be able to prepare the file for import.  Click here to access the Data Tables page.

Go to the Volunteer Opportunity tab and click on "Download As" and choose csv

To add Volunteer Opportunities, you will need some information from your system before you begin to create your data file. You will need to know your:

• Managing Organization ID
• Organization Served ID
• Hosting Organization ID
• Volunteer Coordinator ID
• Location ID

You can find the ID from the address bar for each record. This ID will either be a 15- or 18-digit case-sensitive value.

These are the REQUIRED fields in order to have usable Volunteer Opportunities

• Import ID = any unique value you would like to assign to this opportunity in order to more easily match for importing Occurrences
• Volunteer Opportunity Name = Name of the Volunteer Opportunity
• Managed By = either Affiliate (you) or Partner (done through the portal)
• Managing Organization* = ID for the Organization that will be getting notifications. If you select "Managed by Affiliate", this will be the ID of YOUR Organization (the HOC Customer record)
• Hosting Organization* = ID for the HOC Customer (your organization)
• Organization Served* = ID for the Organization that will benefit from this Volunteer Opportunity. Locations should be 'owned' by this Organization
• Default Location = ID for the Location
• Description = can be plain text or HTML
• Start Date = formatted mm/dd/yyyy
• End Date = formatted mm/dd/yyyy - must be after the start date
• Opportunity Coordinator = ID
• Status = Active
• Type = Project
• Maximum Attendance = must be greater than 1
• Minimum Age (w/ adult)
• Minimum Age
• Minimum Attendance = must be greater than 0
• Primary Impact Area = Other (choose from your picklist values)
• Registration Cutoff = must be in hours
• Schedule Type* = either Individually Scheduled or Date & Time Specific
• Registration Type* = Sign-up or Express Interest Only
• Age Groups Served = All ages
• Genders Served = All Genders Served
• Populations Served = Other (choose from your picklist values)

* - these cannot be changed once set

Once your data has been populated, be sure to save your file as a .csv for import.

Here is an example of the fields necessary to import into the system. Save this file as a CSV, and you will then begin your import.

Click on either "Insert" and then proceed to login to your system. Insert will always create new, while Upsert will either create new or update existing (and match on any externally available ID such as the Import ID or the Salesforce ID).

Click on "Create or Edit a Map." The mapping dialog will pop up. You can click on "Auto-Match Fields to Columns" or click and drage the fields from the top to the bottom section if you would prefer (some may not map). If you auto-match, you still should verify that the fields were matched appropriately. Click "OK" once all fields necessary have been matched. Then click on "Next."

You should create a folder or designate a location for all success and failure files to be saved for your reference after your import.

Click on "Finish" to begin the import. You will be prompted with a warning stating what you will be doing ("You have chosen to insert new records.") and you must confirm that this is what you wanted to do. As the data is being imported, you will see the successes and failures for the import.

You are then giving the opportunity to see your successes or any errors. Click "OK" to return to the main Data Loader screen.

Verify that the data was properly imported into your Salesforce Instance and that for any Individually Scheduled Volunteer Opportunity that was created, an Occurrence was also created.