Managing Volunteer Data

Volunteer data can be managed in FutureFund. The Admin has the option to export data for a single position or all positions as well as import volunteer positions and volunteers.

Exporting Volunteers for a Single Position¶

Volunteer data for an individual position can be exported as a CSV file.

1. In the Admin, navigate to Volunteer > Positions.
2. Click on View for the position to be exported.
3. Click on the Export CSV link in the right sidebar.

The data fields are as follows:

Column	Description
Name	Name of the volunteer
Email	Email address of the volunteer
Phone	Phone number of the volunteer
Sign Up Date	The date the volunteer signed up or was added to the position
Positions	A comma separated list of positions the volunteer signed up for

Exporting Volunteers for All Positions¶

Volunteer data for all positions can be exported as a CSV file.

1. In the Admin, navigate to Volunteer > Setup.
2. Click on the Export CSV link in the Data Services section.

The data fields are as follows:

Column	Description
Name	Name of the volunteer
Email	Email address of the volunteer
Phone	Phone number of the volunteer
Positions	A comma separated list of positions the volunteer signed up for

Importing Volunteer Positions¶

FutureFund supports bulk uploading volunteer positions:

• In the Admin, navigate to Volunteer > Setup
• In the Data Services section, click on the Import Volunteer Positions link
• Select the file, click Import to continue

Notes:

• Volunteer Positions will be removed before the import if the Delete Volunteer Positions and Volunteers before importing file check box is selected. Note: all volunteers will be removed when this option is selected. Parents will not be deleted. Caution: this is a destructive operation and cannot be undone.
• There is no limit on the number of rows in the file.

File Format¶

The uploaded file must have three columns formatted as CSV. Below is a sample of what the file will look like (sample file).

Name	Tooltip
Bookclub
Library	MWF from 12:00-1:00
Fun Run	Help your classroom during the Fun Run
School Dance

Importing Volunteers¶

FutureFund supports bulk uploading volunteers:

• In the Admin, navigate to Volunteer > Setup
• In the Data Services section, click on the Import Volunteers link
• Select the file, click Import to continue

Notes:

• The email for the parent must exist as a registered parent. The volunteer position name must match the name in the system. If either one does not exist, an error will be returned.
• There is no limit on the number of rows in the file.

File Format¶

The uploaded file must have three columns formatted as CSV. Below is a sample of what the file will look like (sample file).

Email	Volunteer Position
[e-mail]	Bookclub
[e-mail]	Fun Run
[e-mail]	Fun Run