We know how important volunteers are, and we want you to be able to manage your volunteers quickly and efficiently. That's why we've made it easy to record and track volunteer tasks and hours within your Contacts.
Our Volunteering tool lets you add and manage volunteer records for contacts quickly and easily. When you use this tool, you can keep your volunteer records up to date and find out how volunteers are contributing to your organization.
Import Volunteer Records
Keela makes it as easy to import volunteer records with only a few clicks.
You can always import volunteer records by navigating to the Contacts screen and clicking the + button to the right of the title bar and selecting "Import Volunteer Records" from the option menu.
There are a few critical steps to ensuring a successful, clean import.
Prepare Your Volunteer Data
The most important part of importing your volunteer activity information into Keela is ensuring that our software can understand your information and how it is organized.
Make sure that your volunteer data is prepared for import and that your list is saved as a CSV (comma separated values) file on your computer.
Beginning your Import
Once you have your CSV file saved, navigate to the Contacts screen from the left sidebar in Keela.
To the right of the Contacts title bar, click on the + button and select "Import Volunteer Records" to open the Import Volunteering Activities screen.
This will open to Step 1 of the import, "Choose File". From here, click the "Choose File" button and locate the CSV file on your computer. Select your file, and click "Open".
Identify Fields to be Imported
After opening your CSV file, the Import Volunteering Activities screen will show an overview of your data under "Identify Fields", or Step 2 of the import.
If your CSV file included column titles in the first row, toggle the "File does not contain column titles" button so that it says "File contains column titles". This will move the information in your first row into the header, or column title, row.
Match your headers with the field that they represent by opening the "Select" drop-down list and choosing the correct column headings for the columns that you want to import. Click the "Next" button at the bottom right of your screen when you are finished.
Complete your Import
In Step 3, Import, you can upload volunteer activity records. Once you're ready to complete your import, click "Submit".
I'm having trouble importing. What do I do?
If you're trying to import too much information into Keela, you may have difficulty importing successfully if the number of contacts being added through your volunteer records exceeds what is allowable through your current subscription plan.
Find out what to do if you go over the limits of your subscription plan.