Before you proceed with the following instructions, back up the databases. If your organization integrates multiple Blackbaud products, be sure to review additional requirements.
To merge two The Raiser's Edge databases, you will need to export data from the source database and import the data into the target database.
Note: Depending on the data you plan to combine, the import process can be complicated. Please contact the appropriate software vendor or IT professional for assistance with this process or issue which is beyond Blackbaud’s scope of support. If you would like to consult Blackbaud to merge the databases, please contact your Account Manager.
Important items to consider:
Before you begin, decide which database is the source and which is the target. Generally, it is best to make the smaller database the source database.
Ensure both databases contain identical formatting. In Configuration, verify that all tables, attributes, addressees/salutations, constituency codes, etc., are identical in the databases. If importing gift information, make sure the same campaigns, funds, appeals, and packages exist in both databases.
Ensure that the constituent IDs, import IDs, and social security numbers are unique for every constituent in both databases. If the same values are used in both databases, globally update constituent IDs in the source database before you begin. Also, make sure you use constituent ID, not import ID, as the import key throughout the process. If import IDs in the two databases match (but the constituents are different), remove the import IDs from your import files. You can do this by opening the file in Excel and deleting that column.
Under Administration > Import, export information from the source database by creating import files for each import type. Select Comma-Separated Values (CSV) as the format for the data file.
Backup frequently, preferably between each import or set of related imports. For example, import name, address, and other biographical information, back up the database, and then import gift information.
To connect with other Blackbaud users to exchange ideas, tips, suggestions, and best practices, see Blackbaud Community