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Import Packages Print Article


OneCause supports the ability to import packages if you were previously tracking them in an Excel spreadsheet or in a 3rd party software with export capabilities.



Follow these steps to import packages in Planner:


Save your Excel spreadsheet of packages as a comma delimited or CSV file. In Excel, click Save As then select CSV (comma delimited) for Save as Type.

Tip! Click here to view a sample package import .CSV


Log into the Planner and navigate to Packages > Import Packages. Click Browse to locate your saved CSV file. Indicate if your file contains a header row and click Next.



Map the columns in the CSV file to the fields in Planner. For each field, click the drop-down box to select which spreadsheet column corresponds to it. The required fields are Item Name, Description, and Value. When finished mapping, click Use This Mapping.

Buddy - Import Packages Mapping

NOTE: Check the box next to Apply Package Defaults if you would like the starting bids, minimum raises, and buy now prices listed in your spreadsheet to be overwritten according to the package defaults. Any future changes made to the package default settings will be applied to these imported packages. Leave the box unchecked if you want to import packages with the starting bids, minimum raises, and buy now prices indicated in the CSV file.


Next, you will be prompted to assign the auction type (Silent Auction, Live Auction, Fixed Price, or Donation) to each category. Once finished, click Use This Category Classification.

Buddy - Import Packages - Categories


Review the packages that will be imported. Any invalid or duplicate package numbers will be renumbered. Click Import Packages.

Buddy - Import Packages - Confirm


Once complete, you can add, edit, and delete packages on the Package List.

Buddy - Package Import - Package List

Tip! If you have additional packages that need to be imported, you may import as many times as necessary. Further, packages can be deleted and re-imported.

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