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Online User Clinic: Importing
The Raiser’s Edge
Wednesday – October 21, 2009
Please silence your phone line by
pressing *6 or mute on your phone
There will be an opportunity at the end of the
session for you to un-mute your phone for the Q and A
Please do not place the call on hold
Blackbaud Representative:
Ron Rivers – Solutions Engineer
Online User Clinic: Importing
The Raiser’s Edge
Thursday – October 21, 2009
Ron Rivers | Page #3 © 2009 Blackbaud
Presentation Agenda
Overview of Import, The Raiser’s Edge 7
Accessing the Import Facility
Fields Required for Import / Update
Sample Import Files
Sections of the Import Wizard
General Information
Field Layouts (Separators and Qualifiers)
Fields (Mapping)
Custom Import
Summary
Q & A
Ron Rivers | Page #4 © 2009 Blackbaud
Overview of Importing
Makes it easy to move data from one program to another
Import new records
Import update existing records
Create an import file that can be used by another application
You can also create an import file using an outside application, such as Microsoft
Excel, if you create the file using the header names included in the Import Tables
guide
New information is imported into The Raiser’s Edge, using the Import new
records option on the General tab
In addition, you can import new records and update existing records at the same
time, as long as the import types are compatible
Ron Rivers | Page #6 © 2009 Blackbaud
Fields Required for Import / Update
Depends on the import type of import that you select. The import types provide
access to all related fields found in your database
Ron Rivers | Page #19 © 2009 Blackbaud
Challenges
Bringing lots of new data into RE7 can be very time-consuming
Manual data entry tends to be slow and tedious
There is an ever increasing need to bring in data from disparate systems
Systems are constantly out of synch
Standard importing doesn’t always speed up the process
Typical Systems
Student Information Systems
Ticketing
Websites
Acquisition Lists
Bank Lockbox Files
Ron Rivers | Page #20 © 2009 Blackbaud
Provides “one-click” import ability for data
received frequently from external sources
The system tracks and logs exceptions for
additional processing
Imports the data based on import templates
Has the ability to combine record types into a
single import (import gifts and constituents at
the same time!)
Imports gifts into RE: Batch
Adds new gifts, new constituents, or updates
existing records!
Custom Import™: What is it?
Ron Rivers | Page #21 © 2009 Blackbaud
Need to import constituent and gift data from another system to The Raiser’s
Edge on a regular basis
Want to reduce data-entry overhead and increase efficiency
Want to eliminate errors associated with manual data-entry
Want an audit trail (including log files) for their imports
Custom Import™: Who is it designed for?
For organizations that:
Ron Rivers | Page #22 © 2009 Blackbaud
Custom Import™: How does it work?
Import templates are used to map data from the source file to the target Raiser’s Edge fields
The Custom Import application provides a screen used to select the import source file and the import template
After the user completes these selections they may process the import or cancel it
Gifts may be imported to a batch
Updates existing constituent records
Will add new constituents directly into The Raiser’s Edge
An Exception file is created if any problems are encountered
The system will also create a constituent query for all constituents that are added or edited through the Custom Import
Exception and Log (summary) reports are also generated
Ron Rivers | Page #23 © 2009 Blackbaud
Can implement in 2 – 3 months remotely
Training and a User Guide is provided as
part of implementation
Can be customized to meet your unique
needs
Implemented remotely
Custom Import™:
How can Blackbaud Help?
Ron Rivers | Page #24 © 2009 Blackbaud
Additional Technical Info:
Import files may be in any text, Microsoft Excel,
CSV, or XML format
Allows combining of data that would typically
require separate imports
Runs as a Plug-In within RE7
Includes Security Model to limit access
Ron Rivers | Page #25 © 2009 Blackbaud
Saves time by reducing data entry burden
Reduces mistakes from keying data
Simplifies data management processes
Creates an audit trail
Creates or modifies constituent records
Imports gifts directly into a batch
Custom Import™: What are the main benefits?
Importing data from disparate sources has never been easier!
For more information:
Contact your account manager
Phone: 800-443-9441
Email:
Questions?
?? ?
Thank You for joining us!