Pipeline imports (multiple entity types)

A pipeline import lets you import multiple entity types from a single file in a defined sequence. This is useful when the records you are importing have relationships between them.

When to use a pipeline import

Example: You have a spreadsheet of donors and the organisations they work for. You want to create both the organisation records and the contact records, with each contact linked to their organisation.

In a pipeline import, you define the order:

1. Import organisations first
2. Import contacts, linking each one to the organisation created in step 1

Setting up a pipeline import

During Step 2 (Select entities) of the import wizard, choose Pipeline and add your steps in order.

For each step you will:

1. Select the entity type
2. Map the columns for that entity type

Order matters

Entities are created in the order you define the steps. If a later step references a record from an earlier step, the earlier step must come first.