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.


 

To Import as an Attribute

  1. Unzip (BB546) the file returned for the Target Tags.
  2. In Raiser's Edge add Target Tags as a constituent attribute category (BB515) with a data type of Table.
  3. Update the Raiser's Edge through a Constituent Attribute Import (BB8670)

To Import as a Rating on the Prospect Tab:

  1. Unzip (BB546) the file returned for the Target Tags.
  2. In Raiser's Edge go to Config, Tables, Source.
  3. Add a Source table entry and call it Target Analytics.
  4. In Raiser's Edge go to Config, Tables, Rating.
  5. Add a Rating table entry and call it Target Tags, make the data type table.
  6. Update the Raiser's Edge through a Constituent Import (BB5765).