If you have the optional RE:Search module, your Analytics scores will import as Prospect Ratings:
  1. Save the import file provided by Target Analytics to the local workstation. If the file has a ZIP extension, unzip the data file.
  2. Before proceeding with the import, please go to Configuration, Tables, Ratings table and add new table entries for each score returned. (Donor Type and Next Ask Amount should have a data type of table. Liquidity Index should have a data type of number)
  3. Import the scores using a Prospect Rating Import.  
    • General Tab:
      • What do you want to do? Import new records. Create new table entries
      • What file to you wish to import? Browse to the import file provided by Target Analytics. When browsing for the file, be sure to set the Files of Type to 'All Files' or 'Text Files (*.txt, *.csv, *.prn)'.  
      • How do you want the system to identify existing constituents? Use the Import ID* 
      • What is the format of this import file? Delimited 
    • File Layout Tab:
      • 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
    • Fields Tab:
      • In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column.
    • Summary Tab:
      • We recommend marking all available checkboxes. At the very least, mark the option to create a control report.
  4. Click Import Now.


If you do not have the optional RE:Search module, the Analytics Scores will import as constituent attributes:
  1. Save the import file provided by Target Analytics to the local workstation. If the file has a ZIP extension, unzip the data file.
  2. Before proceeding with the import, please go to Configuration, Attributes to add a new constituent attribute for each score returned. (Donor Type and Next Ask Amount should have a data type of table. Liquidity Index should have a data type of number
  3. Import the data file using a constituent attribute import. Select the following:
    • General Tab:
      • What do you want to do?: Import new records
      • What file to you wish to import?: Browse to the import file provided by Target Analytics. When browsing for the file, be sure to set the Files of Type to 'All Files' or 'Text Files (*.txt, *.csv, *.prn)'.
      • How do you want the system to identify existing constituents?: Use the Import ID* 
      • What is the format of this import file?: Delimited
    • File Layout Tab:
      • 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
    • Fields Tab:
      •  ​In the Import Fields frame, verify that all rows in the Field to Import column are correctly mapped to the corresponding field in the Raiser's Edge Field column
    • Summary Tab:
      • We recommend marking all available checkboxes. At the very least, mark the Create control report option.
    • Click Import Now