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>Giving Tuesday Score951
      12-002<date created>Giving Tuesday Score740
      12-003<date created>Giving Tuesday Score442
      12-004<date created>Giving Tuesday 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):
    • Giving Tuesday Score (Data type: number)
    • End of Year Giving Score (Data type: number) 
  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>End of Year Giving Score951Blackbaud Giving Tuesday and End of Year Model Package
      12-002<date created>End of Year Giving Score740Blackbaud Giving Tuesday and End of Year Model Package
      12-003<date created>End of Year Giving Score442Blackbaud Giving Tuesday and End of Year Model Package
      12-004<date created>End of Year Giving Score288Blackbaud Giving Tuesday and End of Year Model Package
  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):
    • Giving Tuesday Score (Data type: number)
    • End of Year Giving Score (Data type: number)
  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.