You probably have a list of volunteers from your old database that you want to bring over to your new Virtuous Volunteer account. Importing large groups of volunteers can be as simple as using the Bulk Invite tool in your People page. Learn more about that here. Simply upload a CSV document with the names and emails of the individuals you are wanting to invite to be users. You can even add them to custom Virtuous Volunteer Groups as well. Download the appropriate template (Microsoft Excel and Google Docs are supported). Replace the sample info with the appropriate info for your volunteers. The volunteer's emails are required for every import.
Note: The bulk invite process can accommodate a maximum of 500 invites per CSV file. For invite volumes larger than 500, it's necessary to create sections of 500 People per CSV file.
The following data can be imported when inviting a volunteer:
- Email (required)
- First and Last Name
- Phone
- Background Check Date: the date they received a cleared background check status.
- Groups: a group(s) that you want to add the volunteer to in your People section. These Groups (and subgroups) have to already be created in your Admin Dashboard first. Read this article for more information on creating Groups.
- Volunteer Notes