Importing volunteer opportunities

The volunteer import allows you to import multiple volunteer opportunities, and shifts, from a CSV file. You can add up to 50 volunteer opportunities in a single upload and each volunteer opportunity can have up to 10 shifts.

Permissions

To sign up volunteers for an opportunity, you must have the volunteer manager or volunteer manager (no reporting) role.

Preparing the import CSV

Download a sample import CSV file or create your own. The file must contain the following: 

  • A row for each volunteer opportunity.
  • A column for each attribute of the opportunity and shifts (name, description, location, skills & interests, start date). Each field in the CSV corresponds to a field in the volunteer opportunity creation form.
  • A header row with the name of each column.

Learn more about CSV columns and examples

Here are additional tips to help you complete the import file:

  • Adding additional shifts to an opportunity
    Each volunteer opportunity can have a maximum of 10 shifts. To add more shifts, copy and paste the "shift #" columns into new columns. Replace the hash symbol (#) with the shift number.
  • Finding the Cause ID
    1. Search for a cause and open their profile.
    2. The Cause ID is listed in your browser's address bar, after …/cause. For example, https://myprogram.benevity.org/en-ca/cause/124-140416140RR0001
  • Entering a valid timezone
    Here's a list of timezone names.
  • Adding multiple skills and interests, descriptors, and featured countries
    • These fields require taxonomy formatting using the vertical bar (pipe) character, "|". On most keyboards, the vertical bar key is the same as the backslash key. To write it, press Shift + \
      • Format: item|item|item|...
      • Example: Accounting|Accounting & Reporting|Analysis, Canada|United States|Australia
    • Taxonomy items can be a single value or a parent-child relationship separated by a dash and a forward bracket (->)
      • Format: parent->child or item
      • Example: Languages->English|Spanish|French
    • Any whitespace before and after the arrow "->" and the pipe "|" is ignored.
  •  

Importing volunteer opportunities

  1. Go to Manage > Volunteer > Import Volunteer Opportunities and select Launch Import.


  2. Drag the file into the window or select Upload Data from File. Select Yes if the first row in your file contains column names.
  3. Review the header mapping to ensure each field in your file is mapped correctly. If you need to change the mapping for any field, open the dropdown in the right column and select the correct field name. Select Confirm Mapping when the columns match.

    confirm-mapping.png
  4. Select Review to check the table and fix any errors. Toggle Only show rows with problems to quickly locate errors. If you change a row with a problem, updates are also made in the CSV.

    importproblems.png

  5. Select Complete and then Yes in the pop-up to confirm that you are ready to submit.

Success! You've completed the bulk import! For your own records, you can download a file with the information for the opportunities. Select View Bulk Manager to review and publish your new opportunities.

CSV columns and examples

Each row in the CSV represents a single volunteer opportunity, and the columns are details for the opportunity. The following rows describe each column in the sample file.

Basic information

Column name Field required Description Format Example
name Required Opportunity Name. Short and exciting title for the opportunity Text field Donate blood
summary Required Opportunity Summary. Short summary of the opportunity Text field with a maximum of 100 characters. Donate blood and save some lives!
description Optional Opportunity Description. A more thorough description of the opportunity Text field Join your team this Saturday at the clinic to donate blood and help save some lives! Every little drop counts!
internal_notes Optional Internal Notes. Reminder notes for the person creating the opportunity Text field Remind everyone to eat a large meal before giving blood
lives_impacted Optional Lives Impacted. The number of lives directly impacted by the opportunity. Number greater than or equal to 0 12
skills Optional

Opportunity related skills that would be valuable to have at the opportunity

View a list of the current skills available

Text fields with taxonomy formatting. The | (pipe bar) character separating each skill Languages->English|Spanish
interest Optional

Opportunity related interests of your volunteers that may want them to sign up

View a list of the currents interests available

Text fields with taxonomy formatting. The | (pipe bar) character separating each interest Civil Rights->LGBT Rights|Housing->Affordable Housing 
descriptors Optional Opportunity Descriptors. Terms that help describe the opportunity Text fields with taxonomy formatting Team Event|Good for Kids|Outdoors
cause_id Optional Opportunity Cause ID Identification number for the cause you’re volunteering for 123-123456789RR0001

 Location, date and time

Column name Field required Description Format Example
location_is_remote Optional Opportunity is Remote (no location) Text field with options Yes or No. If left empty, defaults to No. No
location_name Required if location is not remote Opportunity Location Name (not the address) Text field Victoria Blood Donation Clinic
location_address Required if location is not remote Opportunity Location Address Complete address of the volunteer location, including city, state, postal code, and country. 1020 Malloch Rd, Victoria, BC V9C 4G9, Canada
location_notes Optional Opportunity Location Notes Text field Parking is free for volunteers!
datetime_start_date Required Opportunity Start Date yyyy-mm-dd 2019-01-15
datetime_start_time Required Opportunity Start Time 24-hour format (hh:mm) 13:00
datetime_end_date Required if the opportunity is not ongoing Opportunity End Date yyyy-mm-dd 2019-01-15
datetime_end_time Required if the opportunity is not ongoing Opportunity End Time 24-hour format (hh:mm) 16:00
datetime_timezone Required Opportunity Timezone Text field. Must be a valid timezone database name. If left empty, defaults to the timezone of the person creating the opportunity. America/Seattle
datetime_is_ongoing Optional Opportunity is Ongoing (no end date / time) Text field with options Yes or No. If left empty, defaults to No. No
datetime_notes Optional Opportunity Date / Time Notes Text field Please arrive 20 minutes early to get your volunteer shirts

Volunteer requirements

Column name Field required Description Format Example
volunteer_comments_
to_contact
Optional Add "Send Comments to Contact" sign up field Text field with options Yes or No. If left empty, defaults to No. Yes
volunteer_no_
email_reminder
Optional Disable track time email reminder for volunteers Text field with options Yes or No. If left empty, defaults to No. Yes
volunteer_waiver
_status
Optional Opportunity Waiver Requirement Text field with options: None, Optional, or Required If left empty, defaults to None Required
volunteer_waiver_url Required if a waiver is optional or required Link to the opportunity waiver URL address http://abc.com/waiver.pdf

Contact information

Column name Field required Description Format Example
contact_name Required Opportunity Contact Full Name Text field Jane Doe
contact_email Required Opportunity Contact Email Email address jdoe@blooddonor.com
contact_phone Required Opportunity Contact Phone Number Complete phone number, with area code. No dashes or brackets 4039993333

contact_disable_

notifications

Required Disable Sign Up Notifications for Opportunity Contact Text field with options Yes or No. If left empty, defaults to No. No
 contact_url Optional Sharing Website for the Volunteer Opportunity URL address https://www.cause-site.com/volunteer-op
contact_facebook Optional Sharing Facebook Link URL address for a Facebook page https://facebook.com/path/
to/facebook/
contact_twitter Optional Sharing Twitter Link URL address for a Twitter page https://twitter.com/
cause_handle

 Admin settings

Column name Field required Description Format Example

generated_from

Optional

Opportunity Source. Where the opportunity came from.

Text field with options: User or Company. If empty, defaults to Company

Company

approval_status

Optional

Opportunity Approval Status

Text field with options: Approved, Queued, or Denied. If empty, defaults to Approved

Approved

featured

Optional

Featured Opportunity. Adds it to the list of Featured Volunteer Opportunities

Text field with options Yes or No. If left empty, defaults to No.

Yes

featured_country

Required if the opportunity will be featured

Featured Country

Text field

USA

author

Optional

Opportunity Author. The creator of the opportunity, not the administrated who uploads the opportunity.

Email address. If left empty, defaults to the email address of the administrator.

jane@abc.com

author_disable
_notifications

Optional

Disable Sign Up Notifications for Opportunity Author

Text field with options Yes or No. If left empty, defaults to No.

Yes

comment_
permissions

Optional

Opportunity Comment Permissions. Whether users can comment on the opportunity.

Text field with options: Disabled, Read, or Read-Write. If left empty, defaults to Read-Write.

Read-Write

visibility

Optional

Opportunity Visibility.

Whether the opportunity is visible to everyone in the company or only to specific users.

Text field with options: Company-Wide or By-Invite. If left empty, defaults to Company-Wide.

Company-Wide

 Shifts

Column name

Field required

Description

Format

Example

shift_#_name

Required if the other shift details are provided

Shift Name. A short and descriptive title for what the shift entails.

Text field

Tear down and cleanup

shift_#_start_date

Required if the shift is not ongoing (i.e. has no date and time)

Shift Start Date

yyyy-mm-dd

2019-01-15

shift_#_start_time

Required if the shift is not ongoing (i.e. has no date and time)

Shift Start Time

24-hour format (hh:mm)

16:00

shift_#_end_time

Required if the shift is not ongoing (i.e. has no date and time)

Shift End Time

24-hour format (hh:mm)

19:00

shift_#_end_date

Required if the shift is not ongoing (i.e. has no date and time)

Shift End Date

yyyy-mm-dd

2019-01-15

shift_#_is_ongoing

Optional

Shift is Ongoing (i.e. has no date and time)

Text field with options Yes or No. If left empty, defaults to No.

No

shift_#_max

Optional

Maximum Capacity for Shift. The maximum amount of volunteers for the shift.

Number greater than or equal to 0

30

 

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