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.
Note: Read this entire solution before beginning.
To merge two The Raiser's Edge databases:
Search Knowledgebase for answers to specific questions about import; for example, How to import constituent name and address. Also refer to the Import Guide (PDF) and the Import Tutorial (PDF).
Note: Depending on the information you plan to combine into one The Raiser's Edge database, the import process can be complicated. If you are interested in having Blackbaud merge the databases for you, email firstname.lastname@example.org.
Import points to consider:
- In 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.
- Import the information into the target database.
- Because the import process can be complicated and require extensive troubleshooting, we recommend only those with experience importing attempt to merge two databases.
- 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 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.
- 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.
- 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.
An example of how to do this follows. It exports the constituent and gift information and imports it back in.
From the source database, export the constituent and gift information:
Beginning with the constituent import file, import both files into the target database.
For more information, refer to How to import the constituent name, address, and phone numbers (including multiple phone numbers and email addresses) (BB5765) and How to import gifts (BB15593).
- Create a constituent query that includes the constituents you'll import into the target database.
- Click Admin, Import
- Under the category Constituent, select Constituent
- In the What Do You Want To Do? frame, select Create Import File
- Under Options, click Include button, choose selected records, and select the query created in step 1
- Below the Include button, select Include All Fields
- In the What File To Create frame, click the ellipsis button and specify the file name and location (e.g., C:\newrecords.csv).
- Click the Import Now button. This creates the import (data) file to import in the target database.
- Create a gift query that includes all the gifts from the constituent included in step 1.
- In Admin, Import, under the category Gift, select Gift.
- Follow the same steps as above to create the import (data) file.
- Open the appropriate query
- Click File, Print, Control Report from the menu bar
- Use the Control Report to manually enter query into the new database