1. Export records from The Raiser's Edge in XLS format:
    • For individual records, create a constituent export with the following fields:
      Biographical, Title 1
      Biographical, Last Name
      Biographical, First Name
      Addressee/Salutation, Addressee
      Addressee/Salutation, Salutation
      Spouse, Biographical, Title 1
      Spouse, Biographical, Last Name
      Spouse, Biographical, First Name
      Address, Preferred Address, Send Mail to this Address?
      Address, Preferred Address, Address Line 1
      Address, Preferred Address, Address Line 2
      Address, Preferred Address, City
      Address, Preferred Address, State
      Address, Preferred Address, Zip
      Address, Preferred Address, Country Short Description
      Address, Preferred Address, Phones, Phone Number (Home)
      Address, Preferred Address, Phones 2, Phone Number (Fax)
      Address, Preferred Address, Phones 3, Phone Number (Email)
      Primary Business Information, Org Name
      Primary Business Information, Address, Address Line 1
      Primary Business Information, Address, Address Line 2
      Primary Business Information, Address, City
      Primary Business Information, Address, State
      Primary Business Information, Address, Zip
      Primary Business Information, Address, Country Short Description
      Primary Business Information, Address, Phones, Phone Number (Business)
      Primary Business Information, Address, Phones 2, Phone Number (Fax)
      Primary Business Information, Address, Phones 3, Phone Number (Email)
      Primary Business Information, Address, Phones 4, Phone Number (Web Site)
      Constituent Codes, Code long description (up to 4 Constituent Codes per Record)
    • For organization records, when including the Contact Name and the Organization Address/Phone Number information, create a constituent export with the following fields:
      Biographical, Org Name
      Address, Preferred Address, Address Line 1
      Address, Preferred Address, Address Line 2
      Address, Preferred Address, City
      Address, Preferred Address, State
      Address, Preferred Address, Zip
      Address, Preferred Address, Country Short Description
      Address, Preferred Address, Phones, Phone Number (Home)
      Address, Preferred Address, Phones 2, Phone Number (Fax)
      Address, Preferred Address, Phones 3, Phone Number (Email)
      Address, Preferred Address, Phones, Phone Number (Home)
      Address, Preferred Address, Phones 2, Phone Number (Fax)
      Address, Preferred Address, Phones 3, Phone Number (Email)
      Address, Preferred Address, Phones 4, Phone Number (Web Site)
      Constituent Codes, Code long description (up to 4 Constituent Codes per Record)
      Relationship, Contacts, Name (1 Contact Per Record)
    • For Organization records, when including the Contact Name and the Contact's own Address/Phone Number information as well as Addressee/Salutation information, create a constituent export with the following fields:
      Biographical, Org Name
      Constituent Codes, Code long description (up to 4 Constituent Codes per Record)
      Relationship, Contacts, Name (1 Contact Per Record)
      Relationship, Contacts, Primary Addressee
      Relationship, Contacts, Primary Salutation
      Relationship, Contacts, Address, Address Line 1
      Relationship, Contacts, Address, Address Line 2
      Relationship, Contacts, Address, City
      Relationship, Contacts, Address, State
      Relationship, Contacts, Address, Zip
      Relationship, Contacts, Address, Phones, Phone Number (Business)
      Relationship, Contacts, Address, Phones 2, Phone Number (Fax)
      Relationship, Contacts, Address, Phones 3, Phone Number (Email)
      Relationship, Contacts, Address, Phones 4, Phone Number (Web Site)
    • For organization records with no Contact Information, create a constituent export with the following fields:
      Biographical, Org Name
      Address, Preferred Address, Address Line 1
      Address, Preferred Address, Address Line 2
      Address, Preferred Address, City
      Address, Preferred Address, State
      Address, Preferred Address, Zip
      Address, Preferred Address, Country Short Description
      Address, Preferred Address, Phones, Phone Number (Home)
      Address, Preferred Address, Phones 2, Phone Number (Fax)
      Address, Preferred Address, Phones 3, Phone Number (Email)
      Address, Preferred Address, Phones, Phone Number (Home)
      Address, Preferred Address, Phones 2, Phone Number (Fax)
      Address, Preferred Address, Phones 3, Phone Number (Email)
      Address, Preferred Address, Phones 4, Phone Number (Web Site)
      Constituent Codes, Code long description (up to 4 Constituent Codes per Record)
  2. Create the import file by opening ImportPeopleAMPro.XLS in the installation directory. (The default path is C:\Program Files\MaestroSoft.)
    View a sample data file (ImportPeopleAMPro.xls)
  3. Copy the data from The Raiser's Edge into the import file
  4. Save and close the XLS file
  5. In AuctionMaestro Pro, go to Audit-Accounting-Import, Import/Export Data (8,5)
  6. Select Import People from a Spreadsheet
  7. Select Append New
  8. Click Select Import Data File and Map out to the import file
  9. Click Import People Data
This integration is now supported by Maestro Software. Questions regarding resources, functionality, or troubleshooting or Maestro Software can be directed to Maestro Support.