How do I import names and addresses from an Excel file into ORCA?

First, make a backup of your ORCA campaign before importing. This will allow you to restore your data, if necessary. If you don't make a backup of your dataset and there's you have a problem with the imported data, the PDC will not be able to restore your data for you.

You can import contact information into ORCA as long as your Excel columns have the correct titles and order.

The columns are PREF (for Prefix), first name, middle initial, last name, SUFF (for Suffix), Street, City, State, Zip, Phone, Email, Occupation, Employer name, Employer city, Employer state, Employer zip, and Memo. The column titles must be in all capital letters.

For an example of what the spreadsheet should be like, you may export contact information from an ORCA campaign to a spreadsheet. To do this, first, have at least one contributor name entered in ORCA and then export it using the method above "Can I print a list of contributors?" The list created will give you the column order and titles into which you will arrange your contacts in the Excel file to be imported. Once the Excel setup matches the CSV file format, save it to your desktop as a CSV file and you can import into ORCA.

Open ORCA and, before you open a campaign, click the Import and Export function.

Click Import from another program or file and then click Next >.

Click Comma Separated Values and then click Next >.

Click Browse and select the file and click Open. If the file is formatted correctly, you will be able to click Next >.

Choose the destination — the campaign that you will import the contacts to. Click Next >.

Click the Import button. Click the Finish button