Add Income

Add License

Add Event

Add Entry

Import mode

Append new records Merge (update existing by name/title) Replace all

⚙ Set Annual Goals

Goals are per calendar year. Leave blank to skip tracking a category.

Add Play

Import Mode

Append — add new plays, skip duplicates Merge — add new, update existing matches Replace — delete entire catalogue first, then import

⚠ Warning: Replace mode will permanently delete all existing plays before importing. This cannot be undone.

Field Mapping

Match each Play Catalogue field to the column in your CSV. Auto-matched columns are shown in navy.

Preview (first 3 rows)

⚙ Opportunity Card Fields

Choose which fields appear on each card.

Add Opportunity

Import Mode

Append — add new, skip duplicates Merge — add new, update existing Replace — delete all, then import

Search Criteria

Results — check the ones to import All None 🚫 Ignored (0)

↻ More Results

Clear All Close

⚙ Contact Card Fields

Choose which fields appear on each contact card.

🔎 Extract Contacts from Records

Contacts found in your records that are not yet in your Contact Manager.

Extract from: Submissions Opportunities

Select All Deselect All

Add Contact

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