Below are specifications and templates for Importing, depending on your needs.
- The Agency Import provides the ability to import Agencies into the system.
- The Entity Identifier Import ability to import Entity Identifier to Standard Account Code Mappings into the system.
- The Territory Import allows you to load territories into the system.
- The Vetting Agency Import provides the ability to import Agencies into the system which are already linked to a specific NPOID# from the FrontStream Charity Database (Norma); you must have the FrontStream Charity Database app enabled on your organization.