Note: If importing new constituents, you can search for potential duplicate records while performing the import. Records identified as duplicates will not import.

When updating existing records through Administration, Import, every record must have a unique identifier. This tells The Raiser's Edge which record to update. The following information lists the only fields that can be used as the unique identifier. When updating information other than biographical such as gifts and events use the import ID as the unique identifier.

When updating biographical information such as the name and address, use one of the following fields as the unique identifier:

    • Constituent ID is located in the ID field on the Bio 1 tab. It can be from one to twenty characters long.
      • Pros of using the constituent ID as the unique identifier:
      • Con of using the constituent ID as the unique identifier:
        • It is not a required field so all constituents may not have one.
      To set up The Raiser's Edge to automatically assign constituent IDs when adding new records, refer to How to automatically generate constituent IDs

       
    • Import ID is located by selecting File, Properties on the menu bar (Record, Display Statistics in version 6)
      • Pros of using the import ID as the unique identifier:
        • The Raiser's Edge automatically generates an import ID for every constituent record.
        • It is not a confidential field.
      • Cons of using the constituent ID as the unique identifier:
        • Raiser's Edge generated import ID numbers are very long.
        • Raiser's Edge generated import ID numbers contain leading zeroes which may be dropped when editing the file in Microsoft Excel.

       
    • Social Security number is located on the Bio 1 tab.
      • Pro of using the Social Security number as the unique identifier:
        • Many schools are used to using the Social Security number to identify students
      • Cons of using the Social Security number as the unique identifier:
        • It is a confidential field.
        • It is not a required field so all constituents may not have one.
        • It may contain leading zeroes which may be dropped when editing the file in Microsoft Excel.