This feature is only available to Admins
Once you are set up with your campaign organization, you will want to load a list of individuals or entities to organize. There are three types of uploads that you can do in Action Builder: Entities, Info, and Connections.
If you are populating your campaign for the first time, you should use the Entities Upload feature. Entities Uploads allow you to take a CSV of people or any other type of entity (buildings, organizations etc) and add them to the database. Each entity you are uploading should exist in a single row. You can also map up to four Custom IDs and contact information.
For more information, check out our Entities Uploads page.
Info Uploads allow you to add Info to entities that already exist in your campaign. To ensure a match, you will need to have a column for Action Builder ID, or a previously loaded Custom ID attached to every row, along with the info you want to upload. You can add more than one Field to an individual by adding columns to the file, with different Fields in each column. If you want to add more than one response from a single Field to an individual, create a second row with the same Action Builder ID or Custom ID and a new response in that column.
For more information, check out our Info Uploads page.
Connections Uploads allow you to draw relationships between entities that already exist in Action Builder. A connection upload needs a column with the Action Builder ID or a custom ID for both entities in the same row. Additionally if you have fields that are a part of the connection type, you can add additional columns for those fields.
For more information, check out our Connection Uploads page.
Step 1: The first step is to open Wall Chart and click on the Menu dots in the top right
Step 2: Click Uploads
Step 3: Click New Upload
Step 4: There are three types of uploads possible. A People upload allows you to load a list of individuals. To add information to people currently in ActionBuilder you'll need their Action Builder ID in the file.
Step 5: A Tags upload allows you to add Tags to a record that currently exists in Action Builder. Each record needs to have an Action Builder ID.
Step 6: A Jobs upload allows you to add Job information to a record that currently exists in Action Builder. Each record needs to have an Action Builder ID.
Step 7: After adding your file, select the Campaign you want to upload to.
Step 9: Click Map to... to change the mapping for the columns in your upload. Action Builder will recognize some columns and may map them for you. You can change that mapping by clicking on the name of the field.
Step 11: When you're finished mapping, click Process Upload
Step 12: Once the upload is ready, a box will appear where you can Click here to go to next step.
Step 13: Check the boxes to acknowledge the information being added then click Process Upload
Once the upload finishes processing, the individuals will appear in list view.