Prospect Ratings Import

Shelley Bell

HAPPY NEW YEAR! Does anyone have an Import Template that they would be willing to share for importing Prospect Research information into the Ratings Category of the Prospect Tab?
Thanks so much for your consideration. ?

Mark Guncheon

@Shelley Bell We use DonorSearch ratings. Here are the column headings and sample ratings with constituent ID used for the import:

ConsID	PRateDesc	PRateCat	PRateDate	PRateSource	PrRate_Notes
417006	DS1-5	DS Rating	8/30/2021	DonorSearch	The “DonorSearch” philanthropic and/or wealth ranking of a prospect’s ability to make a major gift

PRateDesc is the actual ratings
PRateCat is the category or rating name.

Notes are necessary but help for those who don't understand the rating types.
WE have 8 different categories of ratings that we import. I add them in the same order each time I import so that when I do exports, the rating categories are in their own columns. You can get around this by adding a rating name to the Source so you can export specific ratings just by using the Source as the filter.

Shelley Bell

@Mark Guncheon - this is perfect. Thanks so much. We are actually adding DonorSearch info, so this is spot on. I wasn't sure if I needed an Import ID for Ratings?

Mark Guncheon

@Shelley Bell One will be created for you by Blackbaud during the import process.

Mark Guncheon

@Shelley Bell And I forgot to mention…as with any import, test it before importing.

Shelley Bell

@Mark Guncheon - Also, just curious which 8 DonorSearch categories do you import? Thanks.

Mark Guncheon

@Shelley Bell

Rating

Quality Score

Major Gift Likelihood

Annual Fund Likelihood

Wealth-based Capacity

PGID

RFM Total

Estimated Capacity

Mark Guncheon

@Mark Guncheon I created a layout in DS that puts these ratings in this order.