Import People

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    debi

    Are we free to delete columns and rows from the upload template file? We are often importing large amounts of data that only requires a few of the fields.

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    debi

    Although we are entering birthdates in our .csv file formatted as MM/DD/YYYY, the .csv protocol forces the display in individual cells to be MM/DD/YY; the formula bar, however, displays the date as MM/DD/YYYY. Yesterday, after ensuring the Birthdate field in our .csv file was formatted as MM/DD/YYYY, we did the import and Breeze gave us an error message about 2-digit years in the Birthdate field. Oddly, it said that some of the dates would be changed to years 19** and some would be changed to 20**. (E.g., a birthdate of 3/26/96 would be changed to 3/26/1996, and 5/16/64 would be changed to 5/16/2064). I.e., Breeze's rule for reading the .csv file seemed to be inconsistent from line to line. How can this be resolved?

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    JR Carlson

    Hi Debi,

    Great questions.

    1) Yes, you can delete columns and rows from the upload file with the following exceptions:

    • If importing the address, you must include all address columns (street, city, state/province, and postal code).
    • If importing family information, you must include both family ID and family role columns.
    • If importing phone numbers, you must include all three phone number columns (mobile, home, work).
    • The Last Name column is required.

    2) If your CSV file includes 2 digit years Breeze will determines the century by using a cutoff year of 2069.

    • Year values in the range 00-69 are converted to 2000-2069.
    • Year values in the range 70-99 are converted to 1970-1999.

    By default Excel determines the century by using a cutoff year of 2029.

    • Year values in the range of 00-29 are converted to 2000-2029
    • Year values in the range of 30-99 are converted to 1900-1999

    To convert your 2 digit years to 4 digit years in Excel:

    1. Open up your CSV file in Excel.
    2. Change the the format of the date columns to "Date".
    3. Save the file as a CSV file.
    4. Verify that the 2 digit years have been converted to 4 digit years by opening the CSV file with a text editor (not Excel) and checking the dates.

         Note: If you don't change the format it will keep the 2 digit years when you save.

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    recoordinator

    Would it cause import problems to leave a blank row between family units? Each unit has its own unique ID already - I'm just finding it helpful to space out each group. I can always go back and delete them when I'm done with this import, but one less step is always appreciated. Thanks!

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    Rob N.

    @recoordinator, 

    Great Question!  I see how that can be helpful!  As it turns out, the import will prompt an error and will not process if you have missing rows.  However, if you're new to Breeze and would like our team to import the list for you, we'd be happy to help.

    Here's a link with more information

    I hope this helps!  Keep up the great work!

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