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.
Note: Please review What are the timeout settings for Blackbaud Hosting Services prior to starting the import to ensure those settings won't interrupt.
- Create a data file or use an existing file.
- Verify the file contains the required fields needed to import. These include the following: Import ID*, Category, and Description.
- 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: ImportID, CAttrCat, CAttrDesc, CAttrCom, CAttrDate
- Save the file in any delimited format or in fixed length. The sample file below is in CSV format.
View a sample data file (7ConsAttributes.CSV) which imports a constituent attribute on the Attributes tab of Phillip Keller's record. The sample file contains the required fields as well as Attribute Date which has a header of CAttrDate. Attribute comments may also be imported. The header for it is CAttrCom.
- Create the import parameter file
- In Import, select Constituent Attribute and click New
- On the General Tab, select the following:
- What do you want to do? Import new 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
*Note: Constituent attributes may also be created and updated through a constituent import. When using a Constituent Import, select Update Existing Records on the General tab.
- 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
- 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.
- On the Summary Tab, review all of the options. We recommend marking all available checkboxes.
* When creating a data file, you can use the constituent ID or Social Security number instead of the import ID for the unique identifier. Use the same field in the How do you want the system to identify existing constituents? in Step 2.
If updating existing Attributes, you will also need to include the Attribute Import ID. For steps on how to get the Attribute Import ID: How to get the Attribute Import ID for an Import
- 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 Attribute 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.