Uploading a wealth screening to Raiser's Edge NXT

Sister Mary Juliana Cox
Sister Mary Juliana Cox
First Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussions

How do I import an external wealth screening document to update all of our constituents' wealth screen information?

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  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Standard Reports+ First Reply

    @Sister Mary Juliana Cox Welcome to the BB community forums.

    What screening platform did you run? Some of them have templates to upload the data. Data can be brought into RE using RE import or plug-ins like Import-O-Matic or Importacular.

    If you're brand new to RE, import can be a bit tricky but works well without extra cost.

    One thing we encountered was a need to switch the source and category fields. One works well when exporting data from RE which prospect researcher uses and the other works well in webview for dev staff to see/filter. We actually ended up putting our last screening in both ways so everyone could pull what they needed.

    There are several articles in the knowledgebase regarding importing ratings. Here's one

    How to import prospect ratings (includes sample data file)

    The ability to import Ratings directly to the Ratings tab (for Organizations that do not have RE:Search) was ... If the ratings being importing also exist in ResearchPoint, then they might be ...

    Raiser's Edge

    Article Number: 46333

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