Uploading Contacts

Uploading Contacts

One of the ways that you can add contacts to your database is to do a contact upload. This is an additional service that our Customer Support Team is happy to do. (We do have the option for account administrators to do their own contact upload. If you are interested in uploading contacts yourself, please create a new support ticket asking for more information.)

When we upload your data, we do not clean up the data before the upload. Please be sure that you send us data that is as clean as you want it in your contact database.

How Long Does it Take:

Once we receive your spreadsheet, we need 1-4 business days to complete the upload. During quiet times of the year it is typically only 1 day. During really busy times, it can be up to 4 days. Please plan ahead!

Additional Fee:
  1. Customers that have the Premium, Concierge, or MSA Essential subscription receive one free contact upload each year.
  2. All other contact uploads = $75 / each


Contact Upload Templates - See Attachments
  1. Choose the template that applies to your organization
    1. Parent Organization
    2. Scouts
    3. HOA
    4. Social or Professional Organization

How to Format Your Data for the Contact Upload
  1. Choose one of the attached templates. For parents organizations or scouts, you will then choose if you will be using the upload by scout/student sheet or the upload by family sheet.
  2. Delete any columns that you do not need
  3. Add any columns for additional information that you want uploaded
  4. First Name and Last Names must be in separate fields
  5. Address, City, State, and Zip must be in separate fields

To Have Your Contacts Uploaded
  1. Open a support ticket and attach your spreadsheet

  2. If you have permission to publish this information in your directory, we need a statement from you and can upload contacts as Active or Outdated (your choice). Active and Outdated contacts appear in the directory. Outdated contacts will be prompted to verify/update their information when they log in. If you have permission to publish, please let us know how you would like your contacts uploaded.

    If you do not have permission to publish, we will upload your contacts as Inactive. Inactive contacts do not appear in the directory and will be prompted to verify/update their information when they log in.

  3. Someone from our team will review your spreadsheet and let you know if any changes are needed

Scanning for Duplicates
  1. The email address associated with the primary and secondary contact is how we scan for duplicates.
  2. If you are uploading a spreadsheet that is one row per family/contact and includes student/scout information, we will skip any records in your spreadsheet that already have a matching contact record. If the spreadsheet does not include student/scout columns, you have the choice of skipping or updating existing records.
  3. If you are uploading a spreadsheet that is one row per student/scout, you can choose to have us update existing contact and family information or skip duplicates.
    1. If you choose to have us update family information, the system will look for duplicate family records. If one is found, the system will update parent information if it is different. If there is a new student in the upload, the system will add the student to the existing record.

Additional Notes
  1. For contacts that we have added to your contact database and directory, they will be able to login and be connected to that account. Once the contact creates an account with your organization they will be connected to the contact account already in your system. For this process to work, email verification must be turned on.
  2. If a contact or family does not include at least one email address in their data, we do not recommend that you upload their information.
  3. If we upload a contact without a Parent/Contact 1 email, the system creates a new contact, even if this person is already in your database.
  4. If you want existing data in your system to be updated with new information, the contact upload must be formatted as one row per student/scout OR one row per family/contact without any students.

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