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 toHow to import - The Basics of Importing (BB58904).
  1. Create a data file to import new constituents (BB5765).

    In 7.93 and before View a sample data file (7ConstituandRel.csv), which imports the following new constituents in the sample database.
    In 7.94 and above View a sample data file (794ConstituandRel.csv), which imports the following new constituents in thesample database.
     
    • James C Maple: A new individual spouse relationship for Catlin Daly. The relationship is reciprocated on Genevieves constituent record. The two records are linked on both the Relationships tab and the Spouse button.
       
    • Blackbaud: A new organization relationship for Roger Langley. The relationship is reciprocated on Roger's constituent record. He is also marked as an employee and a contact for the organization.

      You may need to widen the columns to view all of the information in a column. The sample file was tested in version 7.84.1720. Other versions may vary slightly in the available fields.

      You can save the file in any delimited format or in fixed length. However, the sample data file is in CSV format.
       
  2. Include the following fields in your import data file (for a sample file that includes all of these fields, refer to step 1 above). The fields in hyperlinked italics are required by The Raiser's Edge. The link attached to each of the headers provides information on how to find each of these fields. The fields in italics are conditionally required. Refer to the notes below the list of fields for additional information.
     
    In 7.93 and before use the following Headers:
     
  3. 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 Constituent import fields and Individual Relationship import fields section of the Import Guide (PDF) for a list of all available fields (layout table) and for what each is used. You can also access the layout table from the Fields tab in the import parameters. 
     
  4. In Import, select Constituent from the Constituent 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(BB58904).

    General Tab:

    What do you want to do?: Update existing records

    Options: Import records not found as new records

    What file do 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

    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.

      Summary Tab:

      We recommend marking all available checkboxes. At the very least, mark the Create control report option.
       
      ** When creating a data file (steps 1 and 2), you can use the constituent ID or Social Security number instead of the import ID for the unique identifier. Use the same field in the How do you want the system to identify existing constituents? frame in Step 4.