barrdzen

So I guess from these experiments, that the approach of SS isn't to literally import "data" into their platform, but be able to align form data to a spreadsheet to some sort of cloud-based storage that can then be managed in whatever format from that point. Interesting approach.

I exported the volunteer data and formatted it to align with the form/Sheet from SS into Google Drive (storage), created a Pivot on the data and it appears to be worked perfectly.

So apparently importing is extremely limited into SS, but I do have to maintain historical data from the old site into the new. After some head banging I've come up with the following: Export data into a spreadsheet or CSV file from old site Create a SS form with the same columns or close to what I just exported Let SS create spreadsheet on Google Drive with the fields aligned to the new SS form Copy the data from the exported CSV file into the SS created, linked spreadsheet making sure the columns and data line up Now, when new forms are submitted, it'll automatically be added into the linked spreadsheet with the historical data I can now create pivots, filters or other capabilities to manage the data, both new and historical. For example: export donors and linked donor donations, by email. New donations with information would be added into the same spreadsheet I just copied data into, I could then create a pivot to report on donations by year, month, etc. that would include historical and new. Does anyone see issues with this approach before I get too far down this road?

I'm moving a non-profit site to SS and would like to do the following: when Members login, have content targeted to just them, suh as: Case Workers Volunteers Employees Donors Sponsors For example: a Volunteer logs in and they see the time entry and feedback forms, Case Workers login and they see the request form, Donors can see their history and update their info, sponsors same thing. Is any of this possible using Member Sites or something else in SS?

How do you identify the block to target?