Skip to content
  • There are no suggestions because the search field is empty.

Review Household Imports

After you run a Household import file, use the Household Imports tab to confirm that the Addresses, Households, and Members you uploaded came through correctly.

Steps

  1. Click on the Households tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Household Imports tab.
  3. In the HOUSEHOLD IMPORTS window, scroll through the list of past imports. If your list covers more than one page, use the arrow icons or a page number to navigate.
  4. Click a number in the New Addresses, New Households, or New Members column for the import you want to review. Each opens a window listing the specific records that import added.

Close any detail window by clicking Close, pressing Esc, or clicking the X button. Click All Households in the top right corner to return to the main Households view.

Tip: Reviewing an import this way is the quickest way to catch data that didn’t transfer as expected before it affects invoicing or member communication.