Organizations and contacts
An organization is simply the group you want to measure. It might be "Company XY" or maybe "Non Profit AB." In the "organization" you have your "contacts" and your contacts are really your levels of the organization. Maybe you want to measure your volunteers. "Volunteers" are contacts. What if volunteers are part of States? Well then, "States" are contacts too. You'd then be able to view your reports at the volunteer level and the State level.
Creating and importing contacts
You can either add contacts by hand one at a time or you can use the import tool. Contacts are pretty simple. Here are the fields that a contact has:
- Name (required) - the human understandable name that you give this contact. If the contact is a person, it might be "John Smith." If it's a State it might be "New Hampshire." You get it.
- Email (required if you're tracking them. Not required if it's just for a rollup)
- External ID - We realize that you will likely have another contact database. If you are going to do imports and refresh imports, you want to give your contacts a unique ID. The ID must be unique within all the contacts at that level. So, for example, if you have a contact level called "churches" then each church must have a unique ID.
- Parent ID - If you have multiple levels in your hierarchy, then you need to provide the ID of the contact's parent. Say you have a contact level called "Agents" and Agents report to "Supervisors." When you load in your Agents, you must provide the ID of the Supervisor that they report to.