AndarConnector Import

Andar/360 includes a powerful "Connector" module that can be used to mass import data. The AndarConnector is a "holding area" within Andar/360 where the data is “scrubbed” before it is processed. Comma separated value (.csv) files containing corporate and individual account information as well as pledges and designations are imported, scrubbed, and finally processed. Processing includes matching existing accounts and updating them, creating new accounts, and creating new pledges and designations.

AndarConnector can be used to import employee information from corporations, and most importantly detail pledge, payment, and designation data from a spreadsheet. It can also bring large amount of data from pledge cards into Andar.

Download: A Complete List of Connector Importable Fields (.xls)

What Can Be Imported via Andar Connector? (Andar 2015.01)

  • Account Dates
  • Addresses
  • Affiliation Relationships
  • Analytics
  • Billing Schedules
  • Billing Schedule Details
  • Contact Relationships
  • Contact Rules
  • Correspondence Preferences
  • Designations
  • Donor Choice Structure
  • Eligibility Code
  • Demographics
  • emails
  • Employee Relationships
  • Envelopes
  • Individual Information
  • Interest Rating
  • Leadership Information
  • Names
  • Numerical Information
  • Organization Information
  • Phone/Fax Numbers
  • Recognitions
  • Salutations
  • Techniques
  • Transactions (the following information can be imported with a transaction)
    • Billing Schedules
    • Billing schedule details
    • Donor Choice details
    • Annotations
    • Gift Relationships
    • Payment Directives
    • Images
  • Tracking Parameters
  • User Defined Fields
  • Account Manager Relationships
  • Volunteers
  • Volunteer Interests
  • Web Addresses