Imports
Import Best Practices
Follow these guidelines to make sure imports work as expected, and to prevent duplication of records. When importing in new data, it is important to h...
Importing Contributions
Users can import contributions using the People Import option. During the import process, users have the option to map the Contribution Amount, Contri...
Importing Disbursement Itemizations
In Campaign Deputy, to 'itemize' a transaction refers to detailing individual transactions that comprise a single transaction. For campaign compliance...
Mass Updates
The following can be mass updated through the Upload process. Contributions Receipt Date Check date Amount Deposit Election Attribution Code People Na...
Matching Existing Records
When performing an Import, Campaign Deputy will automatically attempt to match to existing records. Matches require at least two pieces of data, thoug...
Importing Disbursements
Easily bring your disbursement data into Campaign Deputy by following the steps below. This article covers where to find the import tool, how to prepa...