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. Carefully read all of the instructions listed below before proceeding. If you are new to importing, also refer to How to import - the basics of importing (BB58904). 

  1. Create a data file or use an existing file.

    View a sample data file (7ConstOrgRel.csv), which imports a new constituent named Homer Simpson, his organization relationship, and his organization relationship's address and updates Robert Hernandez's primary business record to indicate he is a contact in the sample database. You may need to widen the columns to view all of the information in a column. The sample file was tested in version 7.80.1122. Other versions may vary slightly in the available fields. 

    You can save the file in any delimited format or in fixed length. However, the sample data file is in CSV format.

  2. Include the following fields in your import data file (for a sample file, which includes all of these fields, refer to step 1 above). The fields in bold italics are required by The Raiser's Edge. The fields in italics are conditionally required. Refer to the notes below the list of fields for additional information.
     
    • Headers*
      ImportID**, KeyInd, Titl1, FirstName, MidName, LastName, PrimAddID, PrimSalID, PrefAddr, AddrType, AddrLines, AddrCity, AddrState, AddrZIP, ORImpID, ORFullName, ORLink, ORIsPrimary, ORContactType, ORIsContact, ORPos, ORRelat, ORRecip, ORAddrORImpID, ORAddrType, ORAddrLines, ORAddrCity, ORAddrState, ORAddrZIP
       
    • Corresponding Field Names
      Import ID
      **, Key Indicator, Title 1, First Name, Middle Name, Last Name, Primary Addressee ID, Primary Salutation ID, Preferred Address, Address Type, Address Lines, Address City, Address State, Address ZIP, Relationship Import ID, Name, Relationship Link, Is Primary, Contact Type, Is Contact, Position, Relationship, Reciprocal, Relationship Import ID, Address Type, Address Lines, City, State, ZIP * 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. 

    In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros.

    Refer to the Constituent Fields and Organization Relationship Fields sections of the Import Guide (PDF) for a list of available fields (layout table) and for what each is used. In versions 7.5 and above, you can also access the layout table from the Fields tab in the import parameters. 

  3. In Import, select Constituent 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).

    General Tab:
    • What do you want to do? Update existing records
    • Options Import records not found as new records Note: The sample data file does not link to organization constituents. If you have links to organization constituents in your live data file, mark the Automatically reciprocate relationships checkbox.
    • 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.

    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.