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How to Import Alumni Data from an Excel file into Almabase?
How to Import Alumni Data from an Excel file into Almabase?

Learn how to Import data from Excel to integrate alumni information into your database.

Krithipa R avatar
Written by Krithipa R
Updated over 11 months ago

Please follow the below steps to import your alumni data to the platform.

Step 1: Download the import template

On the admin navigation panel, click on Members Import Data.

In the following screen, you will see a button to download the template. This template is an Excel file with all the fields that you have on the Almabase profile as columns in it.

Step 2: Adding data to the template

Add the alumni information you have to this downloaded Excel file retaining the same format.

💡 Important points to keep in mind while adding information to the sheet :

  • If there are any formulas used, make sure to replace them with values only. (CopyPaste SpecialValues only).

  • Any dates added should be in the YYYY/MM/DD format converted to text format.

  • Make sure that all the fields including numbers in the sheet are converted to Text format.

  • Save the file in .xlsx or .xls file format before moving to step 4 for upload.

Step 3: Import the data

  1. Select or drop the Excel file in the highlighted area.

  2. Click on Start Importing which will open a new pop-up. Add a list name, review the fields for data upload, and proceed with the selection. 

    1. Enter a list name here. This list name can be accessed on Data Studio after the upload.

    2. The fields are auto-selected by the system based on the information present in the Excel sheet. Review this once before proceeding.

  3. Check the status of the upload here. It will show the successfully uploaded rows and errors, if any. If there are any errors, download the error file, make corrections as mentioned, and reupload the file.

💡 Try uploading a sample set of fewer records before uploading the entire data sheet to ensure that the data is correctly formatted.

Step 4: Check the Uploaded Records

After the records are processed successfully, you can check the uploaded records from the link provided in the file upload summary, as shown below.

Alternatively, you can check the uploaded records on Data Studio using the list name of the data upload.

To do this go to Data Studio ➡ Click on Add Filter ➡ Search for List Names ➡ Select is any of ➡ select the List Name from the dropdown.

❓ FAQs

Q. What file formats are supported for data import?

  • The system supports importing data from Excel files in .xls and .xlsx formats. Please ensure your data is saved in one of these formats before uploading.

Q. Is there a limit on the file size I can upload?

  • The file size limit is 20 MB. For optimal performance and to prevent resource exhaustion, it is better to upload files with smaller sizes.

Q: Can I import multiple files simultaneously?

  • Currently, the system allows importing one file at a time. If you have multiple files to import, please upload them individually following the guidelines provided.

Q. Can the system automatically convert my data into the required format?

  • No, the system does not perform automatic data conversion. Please ensure converting your data into the system-provided format before uploading.


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