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.


 

     
    • In AuctionMaestro Pro, select (8) Audit-Accounting-Import
       
    • Select (5) Import/Export Data
       
    • Under Special Query Exports select AccountSummaryRE7
       
    • Select Export to Spreadsheet
       
    • Choose a file location to save the Export
       
    • Open the Export in Excel.  
       
    • In the Excel document, delete the following columns:
      • TransactionName
         
      • TransactionNum
         
      • TransactionFMV
         
      • TransactionTax
         
      • PeopleID
         
      • ItemID
         
      • RESyncDate
         
      • RERecID
         
      • REFundName
         
      • REFundID
         


       
      • Rename the following column headers:
        • TransactionType        to      FundID
           
        • Transaction                to      GFType
           
        • REConID                   to      ConsID (Constituent ID)
           
        • TransactionPrice        to      GFTAmt (Gift Amount)
           
        • TransactionDonation to      GFRcptAmt (Receipt Amount)
           
         
        • Change the data in the following column:
          • Change GFType from Item Purchase to Cash
             
          • Enter a Raiser Edge Fund ID in the FundID column for example: 2007 Annual Fund
             
           
          • Add a column for the gift date. The header is GFDate.
             
          • Select File, Save As. Select the down arrow next to the field Save as type and select CSV (Comma Delimited) (*CSV). Select Save and Close



            View a sample data file (AMTransactionToREGiftImport.csv), which imports a cash gift paid by check on Phillip Keller's record. You may need to widen the columns to view all of the information in a column.



             
          • Open The Raiser's Edge and select Admin, Select Import. If you are new to importing, review How to import before proceeding.
             
          • In Import, select Gift from the Gift category. 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.
            • General Tab:



               
              • What do you want to do? Import 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 Constituent ID*
                 
              • What is the format of this import file? Delimited
                 
               
              • File Layout Tab:
                • 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
                   
                 
                • 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. Also, pay attention to the Extensions column. Groupings of phone number fields in the import file must share the same extension.

                   
                • Summary Tab:


                  We recommend marking all available checkboxes. At the very least, mark the Create control report option.


                 
                • Click Import Now
                This integration is now supported by Maestro Software. Questions regarding resources, functionality, or troubleshooting or Maestro Software can be directed to Maestro Support.