How to review my organisation upload and fix errors

Step 1: Check the review tabs

Use All to see the full upload. Ready shows records that have passed the checks. Needs attention shows records with issues to review. Skipped shows rows excluded from this upload.

Step 2: Correct records that need attention

Select Needs attention and read the message beside each affected field. Check for missing information or details that match an existing organisation. Use the editable fields and dropdown menus to correct the information.

Step 3: Review possible duplicates

If a row is marked Possible duplicate, select Review match. Compare the Existing GoVo record with your uploaded record to check whether they describe the same organisation.

If the records match, use Skip row to leave that row out of this upload. If they are genuinely different organisations, use Edit row to correct inaccurate details. Do not change accurate details simply to get around a duplicate warning.

Skipping a row does not create a relationship for it. Linking to an organisation that already exists on GoVo is not yet available. Do not create a second record to get around this restriction. Contact help@govo.org if you need advice.

Step 4: Check what will be created

Read the summary above the records. It shows how many relationships will be created and whether any rows still need attention. Review the Ready and Skipped tabs before selecting Create relationships.

Step 5 Check the result

On the Relationships created screen, check the totals. Use Download failed rows or Download skipped rows where available if you need to review records that were not included.

Read the next article How to edit or delete an organisation relationship

Need a hand? Email help@govo.org