Upload Batch Tempate for ResearchPoint (no Raisers Edge Integration)
Hi All!
Does anyone have a template for uploading batches of Constituents into ResearchPoint. Our CRM is Salesforce, so I do not have integration but am thrilled to be back at Blackbaud for research!
Does anyone have a template for uploading batches of Constituents into ResearchPoint. Our CRM is Salesforce, so I do not have integration but am thrilled to be back at Blackbaud for research!
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Steps 1-4 on this link should help (bonus - there is an import template at the bottom): How to import new records into ResearchPoint2
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