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.
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 (7GiftBenefit.CSV), which imports a benefit on Phillip Keller's gift made on 5/6/2002. You may need to widen the columns to view all of the information in a column. The instructions below work whether you are importing a new split gift or updating an existing one.
Note: The sample file contains all of the required fields. Your actual import file should contain, at a minimum, all of the fields from the sample file. The sample file was tested in version 7.70.866. Other versions may vary slightly in the available fields.
Note: The data file must contain a GFBenTotVal to accompany GFBenUnitCost. The GF Benefit Unit cost can not be imported without a GF Benefit Total Value.
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):
Note: Fields in italics are required fields by the Raiser's Edge for a gift benefit import. Some of the fields in italics are required conditionally. For example, the GFLink (import ID of the gift) is only needed if adding new benefits.
GFLink, GFBenBen, GFBenCount,GFBenImpID, GFBenSent, GFBenTotVal, GFBenUnitCost, GFBenCom
Gift Import ID (to link to the gift), Benefit, Count,Benefit Import ID, Sent/Fulfilled, Total Benefit/Value, Unit Cost, Comments
Note: In Excel, use Text as the column type fields with a leading zero. Otherwise, Excel drops the leading zeros.
- If necessary, include other fields in the data file that are available for this import type.
Note: Not all fields can be imported with all import types; for example, gifts cannot be imported with constituent information. Refer to the Gift Benefit Fields section of the
Import Guide 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.
- In Import, select Gift Benefit from the Gift 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).
- 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
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.
We recommend marking all available checkboxes. At the very least, mark the Create control report option.
- What do you want to do? Update Existing records
- Options Import records not found as 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