My Community
YourCause®
Impact Edge™
All-Star Lounge
Member Lounge (Just for Fun)
Community News
Community Manager
Groups
Browse Products
Members
Community All-Stars
Monthly Challenges
Member Search
Jobs Board
Help
Using the Blackbaud Community
Blackbaud Support
Knowledgebase
Blackbaud University
Discussions
Categories
Groups
Home
Blackbaud Raiser's Edge NXT®
Raiser's Edge NXT Discussions
Importing data to RE from SITS:VISION
Ceri Jones
Has anyone found any quick/easy ways to do this?
We're currently exporting from SITS to Excel, manipulating the data in Excel - formatting and transforming, then manually importing as a csv.
It works, but its very time consuming.
Any suggestions, products, hacks welcomed.
Thanks
Ceri
Find more posts tagged with
Query Import Export
Comments
Jo Dann
I feel your pain! We've been running the same process as this for a long time now - so labour intensive and time consuming, particularly at peak periods!
Lobbying for automation but it's a long way for us.
Happy to have a chat and compare notes on current process
Jo
Karen Diener
Check out
Importacular
or
ImportOmatic
. Some versions of Importacular are free, but more complex importing will require a paid subscription. I don't believe that ImportOmatic has a free version.
Both products allow you to save templates and transform data your data at the time of import, so you may be able to eliminate the formatting and transforming steps. Native RE import won't allow that, so one of these products really is the only option to streamline the process. This assumes that you cannot control how the data comes to you from SITS. If there is any modification that you can make there, or modification to how the data lands in RE, that may also help in your process.
Karen
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Groups
Help
Best Of