Important Notes

If you have the prospect tab on your Raiser's Edge records you will import these scores as Prospect Ratings, otherwise you will Import as an Constituent Attribute

Import as Constituent Attribute:

  1. Save the import file provided by Target Analytics to the local workstation.
    • Sample file layout:
       
      ImportIDCAttrDateCAttrCatCAttrDesc
      12-001<date created>Philanthropic Score951
      12-002<date created>Philanthropic Score740
      12-003<date created>Philanthropic Score442
      12-004<date created>Philanthropic Score288
  2. Unzip the file following these steps:
    • Double-click the ZIP file to open WinZip
    • Click Extract
    • Select the destination folder for the extracted files
    • Click Extract. If the file is password protected, enter the password and click OK.
    • All 7 files, one for each score, are extracted to the selected directory including the .csv import files.
  3. In Raiser's Edge, go to Configuration, Attributes
  4. Add the following New Constituent Attributes and select the suggested data type for each (How to add an attribute):
    • Direct Mail Score (Data type: number)
    • Online Score (Data type: number)
    • Philanthropic Score (Data type: number)
    • Phone Score (Data type: number)
    • Sustainer Score (Data type: number)
    • Donor Persona (Data type: Table with a table name of Donor Persona Segmentation (The last option in the table drop down will create a new table))
    • Direct Marketing Gift Array (Data type: Table with a table name of Direct Marketing Gift Array (The last option in the table drop down will create a new table) 
  5. Go to Admin, Import, double click Constituent Attribute 
  6. Choose the Following Options on the General tab of the Import:  
    • ​Import New Records, Create New Table Entries, Validate Data Only
    • Browse to the import file extracted in step 2.
    • Use Import ID to identify existing constituents.
    • Format of the file is delimited.
  7. Be sure that all of the fields match up correctly on the Fields tab.
    • There should be a corresponding Raiser's Edge field for each field to import.
  8. On the Summary Tab choose to create an exception file, query, and\or control report if appropriate.  No selections here are required for import but they may helpful after the import.
  9. Select Validate Data Now, if there are no exceptions, uncheck the validate data only box from the general tab and then select the Import Now option on the summary tab.
  10. Repeat steps 4 - 10 for each file.​


Import as Prospect Rating (The Prospect Module has been purchased):
  1. Save the import file provided by Target Analytics to the local workstation.
    • Sample file layout:
       
      ImportIDPrateDatePRateCatPRateDescPRateSource
      12-001<date created>Philanthropic Score951Blackbaud Advanced Direct Marketing Analytics
      12-002<date created>Philanthropic Score740Blackbaud Advanced Direct Marketing Analytics
      12-003<date created>Philanthropic Score442Blackbaud Advanced Direct Marketing Analytics
      12-004<date created>Philanthropic Score288Blackbaud Advanced Direct Marketing Analytics
  2. Unzip the file following these steps:
    • Double-click the ZIP file to open WinZip
    • Click Extract
    • Select the destination folder for the extracted files
    • Click Extract. If the file is password protected, enter the password and click OK.
    • All 7 files, one for each score, are extracted to the selected directory including the .csv import files.
  3. Add the following new Table entries to the Ratings table and select the suggested data type for each (How to add new table entries):
    • Direct Mail Score (Data type: number)
    • Online Score (Data type: number)
    • Philanthropic Score (Data type: number)
    • Phone Score (Data type: number)
    • Sustainer Score (Data type: number)
    • Donor Persona (Data type: Table with a table name of Donor Persona Segmentation (The last option in the table drop down will create a new table))
    • Direct Marketing Gift Array (Data type: Table with a table name of Direct Marketing Gift Array (The last option in the table drop down will create a new table)
  4. Go to Admin, Import, double click Rating.
  5. Choose the Following Options on the General tab of the Import:
    • Import New Records, Create New Table Entries, Validate Data Only
    • Browse to the import file extracted in step 2.
    • Use Import ID to identify existing constituents.
    • Format of the file is delimited.
  6. Choose the following options from the File Layout tab of the Import:
    • Comma Separated, Quotation as the text qualifier.
    • Field names are on the first line of the file.
  7. Be sure that all of the fields match up correctly on the Fields tab.
    • There should be a corresponding Raiser's Edge field for each field to import.
  8. On the Summary Tab choose to create an exception file, query, and\or control report if appropriate.  No selections here are required for import but they may helpful after the import.
  9. Select Validate Data Now, if there are no exceptions, uncheck the validate data only box from the general tab and then select the Import Now option on the summary tab.
  10. Repeat steps 4 - 9 for each file.
To view Advanced Direct Marketing Analytics attribute descriptions, see What attributes are returned with Advanced Direct Marketing Analytics?