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 an import file with the required fields

    The required fields are:
  2. In Administration, click Import records
  3. Highlight Individual and click New Import
  4. Select the Update existing records option
  5. In the Import file field, enter the path of the Import file created in step one
  6. Complete the remaining fields on the General tab as needed, click Next
  7. Select the appropriate options on the File Layout tab, click Next
  8. On the Fields tab, define the fields in the import file. Map the Primary Addressee field and Primary Salutation field.
  9. Click Next
  10. Mark the Create exception file of records not updated/imported option to create a file of records that could not be created/updated. This option allows you to modify the records causing an exception and import them separately.
  11. Mark the create control report option
  12. Click Save and enter an appropriate name
  13. Click Import Now to begin the import process
  14. Review the control report once the process is complete
For more information, refer to How to import into The Education Edge - The Basics of Importing (BB135422)