Has Importing Target Analytics Data into RE Database been solved?

Tom Klimchak · November 2021

Background: back in 2016/2017 we purchased a Target Analytics Screening (yay) and used the recommended import tool to put the data into RE Database view. That tool put the data into the prospect fields of Rating Source and Rating Category. It sounds nice! But since RE doesn't give the ability to filter/sort by Rating Category your exports were often an inconsistent mess. I finally gave up and created my own import system.

You can read about my frustration here: https://community.blackbaud.com/forums/viewtopic/287/32437

Anyyyyway…. Has this been remedied? Has anyone here had a Target Analytics screening recently and easily imported the results into database view in such a way that they're easy to query and export consistently?

Margaret Williams · November 2021

Good morning Tom,

I import the Target Analytics data on to the Attributes Tab:

Category=TA TGR

Description = a Table with the 12 ranges

Date = date of screening

Comments = are they part of the group ready to be moved up.

Category = TA MGL

Description = the number

Date = Date of screening

I do this for each of the scores with TA first so that they are altogether in a group when you open the tab.

Margaret Williams

Avera Foundation

Shelley Weifenbach · November 2021

Hey Tom! The import and integration process are still the same. I have some tips on the best way to report on these ratings without having to customize them in an import yourself. Check out this blog series, specifically the ones on Query and Lists.

I have also worked with other organizations who imported their models into RE NXT (using Import not the TA Admin Import tool) and changed the Source to something like “Blackbaud Target Analytics - Major Giving Likelihood”. Then you can use the Export group criteria to limit the results to just that one Rating. Another option I have seen is to edit the date field once the Ratings are in RE NXT. For instance, make all the MGL scores on 10/1, TGR scores 10/2, etc. because date can also be used in the filter. Personally, I think editing the Source is the most straightforward and allows others to use it without a cheat sheet of dates to reference for your Exports. You only really need to do this level of troubleshooting if you find that Query output or Lists don't meet your needs. I hope that helps get you started!

Jeannie Goings · November 2021

We are doing what has been suggested by Faith Murray‍ and mentioned by Shelley Hindmon: defining the SOURCE as SOURCE+TYPE. This way we see what we want to filter from export.

Shelley Weifenbach · January 2022

NEW RESOURCE: I created a Customer Success Adoption webinar that talks through common options to update your imported Target Analytics scores to make it easier in Export. Feel free to check out the recording here.

Has Importing Target Analytics Data into RE Database been solved?

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