non constituents Revenue

Soma Sankaragomathi
Soma Sankaragomathi
Fifth Anniversary Name Dropper Facilitator 1
in Blackbaud CRM™ General Discussions
Can anyone help how to add revenue of nonconstituents using the import process in CRM? Which batch to use?

Comments

  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant
    I would recommend against doing that, since it's very difficult to look at non-constituent records in the system.


    What sort of non-constituent would you be accepting gifts from?
  • Soma Sankaragomathi
    Soma Sankaragomathi
    Fifth Anniversary Name Dropper Facilitator 1
    Thanks Rick. Suppose someone who is not an existing constituent donated money , How will I include that in CRM using the Import process. I don't mind adding them as a new constituent.But Enhanced Revenue batch is allowing only existing constituents. So need suggestions on how to do import process for new constituents.
  • Rick Root
    Rick Root
    Tenth Anniversary Kudos 2 Name Dropper Participant
    Oh I misunderstood what you were meaning by "non-constituent", as Blackbaud CRM has records in the CONSTITUENT table that are referred to as non-constituents... ie Educational Institution used by the edicational history tables.


    I'm no expert on Gift Processing, so I can't really help!
  • Clint Grossnickle
    Clint Grossnickle Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant
    Hi Soma, you can import new constituents into an enhanced revenue batch. You'll need to map the constituent data to the New/Edit constituent collection field. This will add new constituents and also match to existing constituents based on the constituent match settings of the import process. 

    ecbcaae2a5b859b668d00c824ce582e0-huge-er

     
  • Soma Sankaragomathi
    Soma Sankaragomathi
    Fifth Anniversary Name Dropper Facilitator 1
    Hi Clint,


    I couldn't find that field in Enhanced Revenue batch.How will you include that field to that batch?


     
  • Clint Grossnickle
    Clint Grossnickle Blackbaud Employee
    Eighth Anniversary Kudos 1 Name Dropper Participant
    Hi Soma,


    You will not see a New/edit constituent field when adding or editing an instance of the enhanced revenue batch template. This is available for import and is a collection field which captures the constituent information (see attachment). You can find this when utilizing an import mapping template or when mapping the fields in the import process. 

     
  • Soma Sankaragomathi
    Soma Sankaragomathi
    Fifth Anniversary Name Dropper Facilitator 1
    Thanks Clint.

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