Once the import source file has been selected and the field mapping is complete, GiftWorks is ready to validate your import settings and provide you with feedback.
Review Import File Settings
Verify the import file settings to ensure that the source of data you are importing and the configuration settings are correct. Also, be sure to review the Record Handling option to ensure that you are handling record adding or updating correctly.
Review the Field Mappings
Take time to ensure that the source and destination fields are correct. Once information is imported into GiftWorks, there is no way to undo this process other than manually deleting records that have been imported.
Review Import Keys
When importing information that will update existing records in GiftWorks, the import keys will be used create a match between the data in your source file and records in GiftWorks. Review these keys to ensure that the correct fields are being used to identify which records should be updated in GiftWorks.
When you have reviewed this information, click the Validate Import button. This will not import any information. It will only review the settings and data to ensure that the import is fully ready.