The following steps should be completed by someone at your organization that is very familiar with importing data into BBCRM:
  1. ​​Download the zip file from our FTP site.
  2. Unzip the files and save to a location on your workstation. 
  3. Add the Constituent Attributes listed below to your database (See page 30 of the Administration guide for assistance). We recommend marking to Allow only one per record: 
    • MGContact (with a Data Type of Text)
    • Minimum Amount (with a Data Type of Currency)
    • Maximum Amount (with a Data Type of Currency)
    • Match Ratio (with a Data Type of Number)
    • Employee (with a Data Type of Code Table)
    • Education (with a Data Type of Code Table) 
    • Procedure (with a Data Type of Code Table) 
    • Athletics (with a Data Type of Code Table) 
    • Affiliation (with a Data Type of Code Table)
    • Other (with a Data Type of Code Table)
    • Distribution (with a Data Type of Code Table) 
    • Restrictions (with a Data Type of Code Table) 
    • Program Guide (with a Data Type of Text)
    • Online Form (with a Data Type of Text)​
  4. Create a new Constituent Update Batch template that includes the above fields (See page 30 of the Batch and Import guide for assistance).
  5. Import the unzipped file from step 2 (See page 161 of the Batch and Import guide for assistance)
    • For Code Table fields be sure to mark Add new entries