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 (7BankRelationship.CSV) which imports a new primary bank relationship on Phillip Keller's record. To import successfully, the bank must already exist in Configuration, Financial Institutions. The import includes account notes, account type, and the import ID of the financial institution as found in its properties in Configuration.
Although headers are not required in The Raiser's Edge 7, 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.
ImportID*, FIRAcctType, FIRAcctNum, BAImpID, FIRPrimBank
Import ID*, Account Type (Checking, Savings, or Other), Account Number, Bank Import ID (as listed in Configuration, Financial Institutions), Bank Is Primary
Note: In Excel, use Text as the column type for fields with leading zeroes. Otherwise, Excel drops the leading zeros.
- If necessary, include other fields in the data file that are available for this import type.
Note: Constituent bank fields can also be imported as part of a Constituent import. Review the Import Guide 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 Constituent Bank from the Constituent node. 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
- What file to 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.
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.