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 have the optional RE:Search module, your WealthPoint OnTime ratings will import as Prospect Ratings.  If you do not have the optional RE:Search module, the WealthPoint OnTime Ratings will import as constituent attributes:

1. Save the import file named WPOT_Input_RE_{DATE.EN_US} to the local workstation.  
2. Click Admin
3. Click Import
4. Under the Constituent node select Constituent

General Tab:

  • What do you want to do? Import new records
  • Options Create new table entries and Use Duplicate criteria for new records
  • What file to you wish to import? Browse to the import file saved to desktop. When browsing for the file, be sure to set the Files of Type to 'All Files' or 'Text Files (*.txt, *.csv, *.prn)'.  
  • 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 option to create a control report. 

5. Click Import Now