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.

Before Importing:

The Target field is a look-up field, which means it has a table that list the available amounts/ranges in a drop-down. If the desired values are not in your Raiser's Edge, then before importing, plan on how you're going to add the values to the table:

  • Enter directly on the table before the import: Go to Config > Tables > Target. Click New Table Entry and enter the desired value. Repeat the New Table Entry step for each amount/range.
  • Let Import add the values: During the import on the General tab of the Import, mark Create new table entries. (Note: If other drop-down values are being imported at the same time, this setting will affect them too.)

Once you've planned on how to add the Target values to The Raiser's Edge, then proceed with the import:

If you are importing new constituents, add a column for Trgt and the desired amount/range for each constituent in the data file. Please refer to the following for a sample data file (to which you'd add Trgt) and more information on how to import constituent name, address, and phone numbers/email addresses


If you are adding or updating the Target field for existing constituents, then proceed with the following import process.

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

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. Import data files must be in a CSV or text format.


2. Include the following fields in the data file:

Headers
ImportID*, Trgt

Fields
Import ID*, Target

*Instead of the Import ID, the Constituent ID (ConsID) or the SSN (SSNum) can be used to identify existing records. One of these fields must be present to identify the existing records. For more information, please refer to How to identify existing constituents when importing.


3. Set up the import at Admin > Import > Constituent > Constituent to validate the import data file:

General Tab:

  • What do you want to do? Update existing records
  • Options: Mark Validate data only (Optionally, mark Create new table entries if you're using Import to add the new Target table values.)
  • What file do you wish to import? Click ... to browse to the import file. If needed, change the file type from .imp to text to make the saved file appear.
  • How do you want the system to identify existing constituents? Mark the appropriate ID being used to identify the constituent records.
  • What is the format of this import file? Delimited 
File Layout Tab:
  • Review the Field Separators and Text Qualifiers settings until columns are present in the preview at the bottom.
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. This should occur automatically if the Headers above are being used.
Summary Tab:
  • We recommend marking all available checkboxes. At the very least, mark the Create control report option.


4. Click Validate Now in the lower right to validate the import. Follow any prompts to save queries and exception files. And then:
  • If exceptions are greater than 0, then review the control report to see why a record did not add. Edit the data file as needed. Repeat step 3 and validate until 0 exceptions. (Note: Validate does not add the value. It only check the import file to see if it's formatted correctly for import.)
  • If exceptions are equal to 0, proceed with step 5.

5. Perform the actual import to add the data live to The Raiser's Edge at import at Admin > Import > Constituent > Constituent:

General Tab:

  • What do you want to do? Update existing records
  • Options: (Optionally, mark Create new table entries if you're using Import to add the new Target table values.)
  • What file do you wish to import? Click ... to browse to the import file. If needed, change the file type from .imp to text to make the saved file appear.
  • How do you want the system to identify existing constituents? Mark the appropriate ID being used to identify the constituent records.
  • What is the format of this import file? Delimited 
File Layout Tab:
  • Review the Field Separators and Text Qualifiers settings until columns are present in the preview at the bottom.
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. This should occur automatically if the Headers above are being used.
Summary Tab:
  • We recommend marking all available checkboxes. At the very least, mark the Create control report option.

6. Click Import Now in the lower right. Follow any prompts to save queries and exception files. Refer to the exception file and Control Report if any exceptions occur.