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. If you are new to importing, please review How to import (BB58904) before proceeding.

  1. Create a data file or use an existing file.
    1. Verify the file contains the required fields needed to import. These include the following: Import ID*, Category, and Description.
    2. Add the headers for the fields. Although headers are not required, we recommend using them. Otherwise, you manually map the fields in the data file to the corresponding fields in The Raiser's Edge. The headers are as follows: ACImpID and ProposalImpID.
      Note: The proposal must belong to the same constituent as the action.
    3. Save the file in any delimited format or in fixed length. The sample file below is in CSV format

View a sample data file (7LinkProposalToAction.CSV), which links the Scholarship Proposal to the 09/01/2011 action on Kristi Graham's constituent record.

  1. Create the import parameter file
    1. In Import, select Action, Constituent and click New
    2. On the General Tab, select the following:
      • What do you want to do? Update existng 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 Import ID
      • What is the format of this import file? Delimited
    3. On the File Layout Tab, verify the following:
      • 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
    4. On the Fields Tab, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column.
    5. On the Summary Tab, review all of the options. We recommend marking all available checkboxes.
       
  2. Click Import Now to import the file.

Additional Notes:

  • In Excel, use Text as the column type fields with a leading zero. Otherwise, Excel drops the leading zeros.
  • Not all fields can be imported with all import types. Refer to the Constituent Action Fields section of the Import Guide for a list of 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.