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How To Use The Import Tool With Ease!

Community Member, Natasha Kashefipour, shares her knowledge on the Raiser's Edge Import Tool. Give this blog a "LIKE" to vote for it to win the bbcon blog contest!
Import is my favorite tool in Raiser’s Edge, one that I feel is sorely underutilized!

My suspicion is because to the untrained eye, it looks a bit intimidating. This used to be something that only IT office would use until I took the initiative one year to ask one of our programmers if he would teach me to use it myself.

For context, I'm a prospect researcher and frequently need to assign or unassign large swathes of constituents to a departing or new development officer.

In an hour, my colleague explained how to prepare a  file, map the information to the appropriate fields, validate, and import. After some trial and error, I’ve found that the easiest way to do this is to check the RE help file for the names of the fields you're working with, and to save a CSV file with the columns named whatever those fields are called.

When you bring in the file, the import tool will automatically map, and voila, all you need to do is validate! See screencaps below for examples.

Posted by Crystal Bruce on Sep 3, 2018 7:48 PM America/New_York

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Good luck, Natasha Kashefipour‍ !
  • Posted Tue 04 Sep 2018 09:52 AM EDT
Thanks, Natasha!
  • Posted Tue 04 Sep 2018 03:46 PM EDT
Good luck Natasha Kashefipour‍! :) 
  • Posted Wed 05 Sep 2018 10:31 AM EDT
Natasha Kashefipour‍  Looks like you posted names from your live database, ya?  Might want to take that down and replace it with sample data. Crystal Bruce‍ 
  • Posted Wed 05 Sep 2018 02:03 PM EDT
Natasha Kashefipour‍ I've taken the last pic down with names - if you want to replace it with sample data, you can message me the pic and I'll put it in.
  • Posted Wed 05 Sep 2018 02:14 PM EDT
I too am a prospect researcher and use the import tool quite often! Best of Luck:)
  • Posted Fri 07 Sep 2018 01:51 PM EDT
We can see the benefit of import but haven't yet mastered it. Thanks for your post!
  • Posted Thu 13 Sep 2018 06:10 PM EDT