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 solution.

  1. Create a constituent query of the appropriate constituents
  2. Create a constituent export and export the Constituent Import ID in CSV format.  If updating existing Financial Information, the Import ID of the Financial Information needs to be exported as well.  The Financial Information Import ID can be found in a Constituent export under Prospect, Financial Information, Import ID. Use the query created in step 1 for the export.
  3. In Excel, add the required fields and headers.  The Information type (PFIType) is required to add new financial information.  New Financial Data Types can be added during the Import if the checkbox to create new table entries is marked.  The Bank Import ID is required to update existing financial information.  This is the Import ID of the Financial Information.
  4. Add any additional headers and information.
  5. Save and close the file.
  6. Click Admin, Import
  7. Under Constituent, highlight Prospect Financial Information and click New
  8. For "What file do you wish to create" click the ellipses to browse out to the location of the saved CSV file.
  9. For the ID Field to use, choose Import ID, and select Delimited for the format.
  10. On the File Layout tab, Field separator is Comma, and Text qualifier is quotation.  Under "Import field names" check "field names will be on the first line of the import".
  11. Select the fields tab and make sure that all fields are mapped properly.
  12. On the Summary tab, create an output query of the records imported.
  13. Click Import Now