What can be imported?

several items can be imported into your ludus account some items can be imported by you directly, and others will require assistance from the customer service team admin importable items the following can be imported directly without needing assistance patrons this is done in patrons, under database recommended article importing patrons to ludus students this is done in the student's settings recommended article import bulk list of students patron tags this is done as part of a patron import you can import up to 15 tags at a time to a patron record additional tags can be imported via a secondary import using the same patron information with new tag information see also patron tag manager bulk patron updates if you import patron information using the same email that is present on the patron record currently, the data such as address, phone number, etc will be updated on the existing record patron properties additional properties that are created can be imported via the patron import recommended article import properties authentication codes used for dances/proms, etc recommended article add/import authentication records volunteers volunteer profiles can be imported from a prior system, including roles with a csv/ recommended article import volunteers mailing list signups you can add patrons to a mailing list in bulk via the audience import in marketing support assistance with imports access codes discount codes (flat amount or %) flex passes & non renewing membership passes (generally done during account setup) donations (historical) are generally done during account setup recurring memberships generally done when onboarding from another system volunteer hours hours volunteered can be imported to existing volunteer profiles prior event ticket sales (historical) allows for importing sales of tickets from a prior system into ludus suggested article import prior ticket sales docid\ jeuaumsyrbshodpry9ohb prior gift card sales primarily used for the onboarding of groups from prior systems into ludus suggested article import prior gift card sales docid\ moxldcuxkhxxgj ek6w4y if you want to perform any of these types of imports, please reference the article import templates and instructions to obtain the csv forms and guidance for filling them out specifics about access codes imports for access code currently have the following options available when importing access code reference text internal note total tickets imports of access codes currently do not allow the ability to unlock specific event times to be set if the total tickets column is used in the import, the access code will be set as individual/family if that column is empty, then the access code will be set as generic specifics for flat rate and % off discounts imports of this type have the following settings available when performing the import code flat amount or % off amount flat type only used on flat amount discounts total available this is the total inventory of tickets for this code leave as 0 if there is no limit to the number of total tickets this code can be used on tickets limit this is the total number of tickets (per patron or all) that the code can be used on ( you must use ticket limit type if you use this ) ticket limit type use ' all ' if the discount code should expire after being used on that many tickets in total across all orders use ' patron ' if it's a shared discount code amongst multiple patrons (per patron) global used to create a global discount across events set it to 1 if this is a global discount global shows used to assign which events the discount works on when it is a global discount if you plan to use global discounts and global shows, please reach out to support for additional information on these items