There are four steps to import voters into Camelot:
- Upload your CSV import file
- Map your file?s columns to the appropriate fields within Camelot
- Preview a sample row to ensure that data are mapped correctly
- Process the import, which occurs in the background over a period between several minutes and several hours, depending on the size of your import file
Formatting your CSV file
Camelot is very flexible about importing voter data, but?in order to adequately map your data into our system?you should make sure that your data is divided appropriately among columns. Some helpful tips:
- Separate people?s names into separate columns for first, middle, and last names, titles, and suffixes.
- Streets can be imported with the street name (?Main?) and type (?Street?) in two separate columns or in one.
- Street numbers must be stored separately from street names for the canvassing functionality to work properly.
- To mark election participation, use a separate column for each election and mark participation with mail-in, absentee, or any other non-blank value for in-person voting.
- There are two equally valid ways to import tags:
- Use a column that contains a list of tags (?volunteer, supporter, absentee? and so on).
- Create a column for each individual tag. For each row where that tag should apply, enter any text; for rows without that tag, leave the relevant cell blank.
Available fields and formats
|First Name||Row will be ignored unless first and last name are present|
|Last Name||Row will be ignored unless first and last name are present|
|Suffix||Name suffix, such as “Jr.”” or “III”|
|Race||Acceptable values are white, black, native, islander, other, and mixed or multiple|
|Birthday||Most standard date formats are acceptable; American date formats are assumed when there is ambiguity, so 7/4/1970 will be interpreted as July 4 rather than April 7|
|Gender||Acceptable values are male or m and female or f|
For each address field, Camelot will allow you to specify home, work, or other.
|Street Number||The number portion of a person’s street address|
|Street (with Type)||Street address, including both name (Main) and type (Street)|
|Street (without Type)||Street address (Main) without type|
|Street Type||Street, Avenue, etc.|
|Street Direction||Street address, (NW, SE, etc.), if applicable; this can also be included as part of the street name|
|Apartment||Apartment, office suite, or address line 2|
|State or Province||Standard two-character mailing code for the street as province (such as NY for New York or BC for British Columbia) or the full, standard state name|
|Zip Code or Postal Code||Valid US zip code or Canadian postal code|
|Carrier route information||9-digit carrier route information or other bulk mail-related data|
For each field, Camelot will allow you to specify the location or type.
|Number||Flexible text entry is allowed for complex contact numbers; if only numbers are entered, they will be formatted properly within Camelot|
|Email Address||Must be a valid email address|
|Employer||Name of the person’s employer|
|Occupation||Occupation (such as lawyer)|
|Job Title||Job Title (such as associate or partner)|
|Registration and Voting|
|Registration Date||Most standard date formats are acceptable; American date formats are assumed when there is ambiguity, so 7/4/1970 will be interpreted as July 4 rather than April 7|
|Congressional District or Federal Electoral District||Just the number for US districts (e.g., 32, not NY-32) or the full name for Canadian districts|
|State Senate District or Provincial Electoral District||Just the number for US districts or full name for Canadian districts|
|State Legislative District||Just the number required or enter free text for non-numeric data|
|Precinct or Polling District||Just the number required or enter free text for non-numeric data|
|Election||You must choose which specific election a column refers to; leave blank for non-participation, a or absentee for absentee voting, m or mail for mail-in voting, and any other value for in-person voting|
|Individual Tag||You must choose the individual tag this column refers to; any non-blank value will cause this tag to be applied to a voter row|
|Tag List||A list of valid tags, separated by commas|