Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article.
If you are new to importing, please review How to import (BB58904) before proceeding.
Create a data file or use an existing file.
View a sample data file (7IndRelReciprocal.CSV) which imports on the following records:
- Phillip Keller: A new individual spouse relationship for Monica L. Sharp. The relationship is reciprocated on Monica's constituent record. The two records are linked on both the Relationships tab and the Spouse button.
- AAA Concrete: A new individual relationship for Roger Langley. The relationship is reciprocated on Roger's constituent record. He is also marked as an employee and a contact for the organization.
Note: The sample file contains all of the required fields. Your actual import file should contain, at a minimum, all of the fields from the sample file.
Although headers are not required in The Raiser's Edge, we recommend using them. Otherwise, you must manually map the fields in the data file to the corresponding fields in The Raiser's Edge. You can save the file in any delimited format or in fixed length. However, this example and the sample data file are in CSV format.
- Include the following fields in the data file (for a sample file, refer to step 1 above). To import multiple relationships for a constituent, place each relationship in a separate row in the data file.
Import ID*, Individual Relationship Link, Individual Relationship Import ID, Individual Relationship, Individual Relationship Reciprocal, Individual Relationship Is Spouse, Individual Relationship Contact Type, Individual Relationship Is Contact, Individual Relationship Is Employee
Note: If you do not want to reciprocate a relationship, leave the IRLink column blank for that record in your data file.
In order to reciprocate relationships, the following must be true:
- The individual relationship being imported must have its own constituent record
- The IRLink field must be included in the data file.
Note: In Excel, use Text as the column type for fields with a leading zero. Otherwise, Excel drops the leading zeros.
- If necessary, include other fields in the data file that are available for this import type.
Note: The imported relationship record defaults with the primary address and phone number(s) of the constituent. It is not necessary to include address and phone number fields in the import file unless the relationship's address and phone numbers are different from the constituent's.
Note: Not all fields can be imported with all import types; for example, gifts cannot be imported with constituent information. Refer to the Primary Address Import Fields and Constituent Import Fields sections of the Import Guide (PDF) for a list of available fields (layout table) and for what each is used. In version 7.5 and above, you can also access the layout table from the Fields tab in the import parameters.
- In Import, select Individual Relationship from the Constituent category. Click New and select the following parameters. For more information on what these parameters mean, refer to How to import in The Raiser's Edge 7 - The Basics of Importing (BB58904).
- What do you want to do? Import new records
- Options Automatically reciprocate relationships
- What file do you wish to import? Browse to the import file
- How do you want the system to identify existing constituents? Use the Import ID*
- What is the format of this import file? Delimited
File Layout Tab:
- Field Separators and Text Qualifiers: Comma, Quotation
- Import Field Names: Field names are on the first line of the import file
- Sample Import Format: Verify the first few rows of the import file
Fields Tab:In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column. Also, pay attention to the Extensions column. Groupings of phone number fields in the import file must share the same extension.
Summary Tab:We recommend marking all available checkboxes. At the very least, mark the Create control report option.
* When creating a data file (steps 1 and 2), you can use the constituent ID or Social Security number instead of the import ID for the unique identifier. Use the same field in the How do you want the system to identify existing constituents? frame in Step 4.
Note: In Excel, use Text as the column type for Import ID or Social Security number. Otherwise, Excel drops the leading zeros.
For information on importing individual relationships that are not constituents, refer to How to import individual relationships that are not constituents (BB11495)