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.

 

     
    • Download NetSolutions Transactions
       
    • Select Constituent Registrations
       
    • Mark the Import constituents in to Raiser's Edge checkbox
       
    • From the Constituent Registrations Screen, place the cursor in the RE Constituent column and press F7
       
    • If matching constituents are found, they default into the search window.  If they are not, click Add New to create a new constituent record.

      Note: Beginning in version 7.81, additional matching criteria has been added that improves automatic matching of registrations to constituents. If a match is not found, click F8 on your keyboard to create a new constituent record.
    • Identify the record as an individual or organization, and enter data provided for this constituent
       
    • Click Save and Close
       
    • Once all registrations are matched to constituents, click OK
       
    • Click OK to import the information in to Raiser's Edge
       
    • Click Close