Advanced Data Strategies

Description

Your data can come from everywhere - online forms, sign in sheets, other databases and more. However, it won't help you organize unless it's properly parsed and de-duplicated. In Advanced Data Strategies, we'll cover how to effectively import spread sheets from other services and how to keep your data clean using deduplication and automatic merging.

Prerequisite: Comfortable adding and editing contacts, contributions, events and activities.

Agenda

Training materials, including login information on the training database will be sent to everyone who is registered.

Day 1: Importing Contacts

1:00 pm Eastern Time (approximately 120 minutes)

  • Ground rules and introductions - Data breaches - A & J
  • Orientation - N
  • Logging in and getting around - J
  • Importing Contacts - A
    • Demo: import, and oh no! import errors and duplicates - screencast
      • What is a CSV file? Examining your data in a spread sheet program first
      • Import contact screens: choosing your settings, selecting your fields
      • Adding imported contacts to a group...why?
  • Work Time: complete a contact import - N
  • Strategies: Importing vs Batch Enter vs Data entry - J
    • Tips for making data entry faster: use of profiles or webforms
    • Use of saved field mappings to speed up routine imports

Day 2: Advanced Imports & Batch Updating

1:00 pm Eastern Time (approximately 120 minutes)

  • Check in, Review questions, and getting logged in - N
  • Demo: Batch Enter Contributions or Memberships - screen cast - N
  • Dive deeper into complex imports
    • But first, fix your spreadsheets! Spreadsheet tips on for importing - A
    • Create custom fields needed to accept your data - see tip sheet - A
    • Handling the dreaded fields with checkboxes - A
    • Demo: import contributions, participants or activities - J
    • Work time & Questions - J:
      • Import list of folks who attended a zoom meeting: Download sample sheets
        • Workflow tip for large number of participants: Use Powerbase events to register participants > send reminders/emails to those who registered with zoom info and tell them when coming to zoom event to register/sign in with their same email and name > after event, download the zoom participant info > import UPDATE into Powerbase their participant status matching on name and email
        • Workflow tip for "small" number of participants: Use Powerbase events to register participants > send reminders/emails to those who registered with zoom info and tell them when coming to zoom event to register/sign in with their same email and name > after event, download the zoom participant info > from your event, click on Participants and select all records, use "Update multiple participants" with the Participant Status profile > looking at your downloaded zoom participant info, mark the participants who ATTENDED
      • Import contributions from that have been exported from Facebook: Download sample sheets
  • Alternative patterns to importing
    • Using Imports to Update records: - J
      • Export first - sometimes! Export the Contact ID, or Contribution ID, or Activity ID for easy matching on the import.

Day 3: De-duping, merging, and data cleaning strategies

1:00 pm Eastern Time (approximately 120 minutes)

  • How are things going? Agenda overview and getting logged in - N
  • Alternative patterns to importing (continued)
    • Update multiple contacts, contributions, participants, activities using a profile - N
      • Demo: updating multiple contacts with their constituent type field
      • Update multiple contacts (example: update constituent type and staff responsible) - screen cast
      • Update multiple participants (example: update who needs transportation) - screen cast
      • Update multiple activities (example: update contact method for intake activity) - screen cast
  • Dedupe rules - screen cast - A
  • Merging duplicates - screen cast - A
    • From search results
    • From Contacts -> Find and merge duplicates
  • Strategies for keeping your data clean: - J
  • Worktime: In your organization's database, try looking for dupes and report back what you find
  • Evaluation - N
  • Closing questions - N

Additional Resources

Training Category: 
Data Culture
Organizing
PowerBase
AttachmentSize
File door-knocking-activity-demo.csv1.46 KB