Universal Data Importer

Section 27: Universal Data Importer & Spreadsheet Migration

27.1 Overview & Key Features

The Universal Data Importer allows grassroots organisations to migrate legacy rosters from Microsoft Excel (.xlsx), Google Sheets, and Comma/Tab-Delimited CSV files into Sangathan in under 60 seconds with zero technical complexity:

• Visual Column Auto-Matcher: Analyzes spreadsheet header rows and automatically detects standard fields (Full Name, Phone / WhatsApp, Email, Designation / Title, Unit / Flat / Area / Hostel, Role, Internal Notes).
• Indian Mobile & E.164 Phone Sanitization: Automatically cleans messy entries with spaces, dashes, brackets, and leading 0s into standardized +91 E.164 format.
• Deduplication & Conflict Sandbox: Compares batch records against the organisation's active database, skipping duplicate telephone numbers and emails safely without breaking existing records.
• Capacity Safeguards: Automatically verifies plan membership quotas prior to batch insertion.

27.2 Step-by-Step Migration Guide

1. Navigate to Members $\rightarrow$ Click Import (CSV / Excel) (/[lang]/dashboard/members/import).
2. Upload your .csv file or paste raw tabular text directly from Excel or Google Sheets.
3. Review auto-detected column matches and adjust any custom column drop-downs.
4. Preview the first 3 rows in the interactive preview sandbox.
5. Click Start Import to execute the bulk migration. View the summary of newly inserted members and skipped duplicates with full immutable audit logs.

---