Exporting New Students to Raiser's Edge

Stacy Mullins

I apologize if this info is somewhere else. I've looked and haven't found anything. I'm not sure if I'm searching the right terms.

I've recently taken on a new role at our school and part of this is to get our new students, including families into Raiser's Edge. We had previously tried to use RE Connect, but made the decision to turn that connection off. We aren't interested in turning it on right now. But we'd like to export new families from Core and import them into RE.

I'm curious if others do this and what the procedure is to do it. Every time I start to think it through there are new wrinkles I didn't expect and I realize that I just don't know what I don't know! Any leads would be appreciated!

Nancy Cunningham

Following!

Todd Peyton

Hello Stacy,

If you would like to contact me I would be glad to share our process of exporting new students from Core to import into RE. We use an advance list that we export from Core, then modify, and then import into RE. It is too complicated to share the directions for the advance list in this email.

Thank you,

Todd Peyton

Stacy Mullins

Fantastic! I will send you a message now. Thank you so much.

Amber Buehlmaier

Hi Todd, would you mind if I also asked you for that info?

Cindy McAdam

@Todd Peyton
Stacy is experiencing the same pain I am. I would love to benefit from the process you've come up with.

Jessica Vaughn

@Todd Peyton. Hi Todd. I would love your process on this to see if there is anything helpful for us. Appreciated so much!