Carefully read all of the instructions listed below before proceeding. If you are new to importing, also refer to How to import - The Basics of Importing.

 Create a data file or use an existing file.

  1. Include the following fields in your import data file:

    * Although headers are not required in The Raiser's Edge , we recommend using them. Otherwise, you must manually map the fields in the data file to the corresponding fields in The Raiser's Edge.

    In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros.

  2. 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 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.

  3. 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.

    General Tab:

    • What do you want to do?: Update existing 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