Import field name for custom attributes
I created a custom attribute that has custom values in Raiser's Edge NXT database view. Now, I have to import a number of constituents that have this custom attribute. How would I know the field name and the name of the import id field of this custom attribute? I read through the import guide from Blackbaud but nowhere mentions how to handle customized attributes.
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I'm not sure if I've understood your question correctly but column 2 in the table below shows what the import fields are named for a constituent attribute import. It's not essential to give the columns in your file these headings though - you can call them whatever you like and it just means that you'll have to manually map the fields instead, rather than them being mapped automatically to the field with the matching name)
Raiser’s Edge Field Import Name Required ? Allowed Values Notes Attribute Import ID CAttrImpID Required to update existing attribute Text up to 20 characters Import ID of constituent attribute Category CAttrCat Required to add new User-defined table values Comments CAttrCom Text up to 50 characters Constituent ID ConsID * See note at end of table Constituent Import ID ImportID * See note at end of table Constituent SSN (US)/SIN (Can)/NIN (UK)/ID2 (Aus, NZ) SSNum * See note at end of table Security settings determine ability to import this information. For more information, see the Security chapter in the Configuration & Security Guide. Date CAttrDate Date Description CAttrDesc Required to add new Depends on type of attribute as set in Configuration
If you ever want to find out the import field names for a record type, when you're on the import screen and have an import type highlighted, there's a link at the bottom of the screen that says “click here for more information about [whatever type of import you've highlighted]" and that will display a list like this of all the field names and any requirements or restrictions for those fields.3
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