You can import your lists(s) of contacts from a previous campaign into your newly created campaign so you don’t have to re-type them.
Your contacts are found by going to ACCOUNTS>CONTACTS>INDIVIDUALS. The import process will go smoothly if you don’t have any errors in your previous list.
In the prior campaign, use the “browse” button found in the bottom right corner of ACCOUNTS>CONTACTS>INDIVIDUALS (or the appropriate choice) to review your list.
Delete any empty lines or duplicates you find in your list. Repeat this process for your couple contacts (ACCOUNTS>CONTACTS>COUPLES) making sure all your “couple” contacts have both an appropriate “couple name” and separate unique contact entries.
Please review your "other" contacts, (ACCOUNTS>CONTACTS>OTHERS) to make sure all are correct as well.
If you import contacts from a previous campaign to a new campaign and errors exist in the previous campaign, ORCA will halt the import process. If you import a second time it will import the entire list again, subsequently duplicating the names from the first attempt. You can delete the duplicates after the import process is successful OR choose to start over by deleting the new campaign and repeating all the steps in the section below.
In ORCA, click Import and Export
Click Import from another program or file
Click ORCA Dataset
Select the closed campaign that has the names you wish to export FROM
Double click the name of the new campaign committee you wish to import INTO
Check items you wish to import