• In NetSolutions, click Download Transactions
       
    • Click 'Click here to check for and download new transactions
       
    • Once transactions are downloaded, a link appears under the Memberships header
       
    • Click 'Click here to download memberships into The Raiser's Edge
       
    • On the Import Membership Wizard, place the cursor in the RE Constituent column
       
    • Press F7
       
    • Search for and select the constituent record of the person listed in the Donor Information column. If no record exists, create one by clicking Add New Individual.
       
    • If the RE Membership field is empty on a specific row, place the cursor in that field
       
    • Press F7 to link to a membership. Refer to the Membership Request column, which contains the membership information the donor selected. While linking the transaction to an existing membership, you can upgrade or downgrade the membership.
       
    • Click Create Batch to create the memberships and the batch for the gifts
       
     

    Additional Information: