CCI Prep Tool
Use the CCI Import Prep Tool to bulk upload new or existing constituents into Convio Groups or Interest Categories. CCI Prep Tool will process your custom lists against CADS data warehouse to ensure you reduce duplicate records and keep data up-to-date.
CCI Prep Tool Step-by-Step
Using the CCI Import Prep Tool
Do not skip this step!
Using CCI for bulk upload is required and provides you with many useful features:
Format your list by transferring columns into the CCI prep template
Save the populated template file as a tab delimited file (.txt)
Be sure to save the file using only A-Z, a-z, 0-9, - (hyphens), and _ (underscores) in the filename.
Create a Group within Convio
As you create the group, note the Group ID number. Write this down as you will need it to use in the CCI Prep Tool. If you have an existing group, simply note it's existing ID. A Group's ID number can be found on the Group Information tab after editing a Group.
Use the CCI Import Tool to process your (.txt) file
Launch the CCI tool and follow on-screen instructions:
After uploading, the CCI Tool will process your file. Processing can take from a few seconds to over an hour. Please be patient and wait for the completion message with the download link.
Save the new “ready” file
Click the link on the completion page to download the new “ready” file. The file will be named
For example, if your original file was
If the file does not have
Use Convio’s Data Management Import Script
Stop! Complete Step 1 above before using this tool.
You should now have a
Run the Convio Data Management Import Script
The Data Management page looks similar to the one shown here...
You will launch the page, and run the import script to import your records into Convio Groups. You must log into Convio to use the tool.
View the Data Management Import Script page
Data Sync Operations Tab
In the My Data Sync Operations tab, look for a script that has the title Custom Constituent Import (File Upload Tool) and click the Run link as shown here...
On the resulting page, follow the steps below.
Do not select any checkboxes after clicking the Run button
Upload your new