Importacular User Guide

• Overview
• Installation and Activation
  • Self hosted or third party hosting
  • Hosted by Blackbaud
• Settings
  • Application Settings
  • Default Criteria Settings
  • Data Source Settings
  • Security Settings
  • Managing Templates
  • Export and Anonymise Data
• Step 1 – Data Selection
• Step 2 – Creating Mappings
• Mapping Templates – Getting Started
  • Working with a Default Template
• Import to Constituent
  • Constituent Area Settings
  • Constituent Attribute Mapping
  • Constituent Codes Mapping
  • Appeals Mapping
  • Solicit Codes Mapping
  • Notepads Mapping
  • Alias Mapping
  • Credit Card Mapping
  • Additional Addressee/Salutation Mapping
  • Consent Mapping
  • Declarations Mapping (for UK users)
  • Fields for Related Constituents
• Import to Address
  • Address Area Settings
  • Address Attributes Mapping
  • Phone, Email and Links Mapping
  • Phone/Email Area Settings
• Import to Gift
  • Gift Area Settings
  • Gift Attribute Mapping
  • Gift Notepad Mapping
  • Split Gift Mapping
  • Gift Benefits Mapping
  • Gift Soft Credit^
  • Solicitor/Canvasser Gift Link^
  • Tribute Gift Link^
  • Tribute Acknowledgee Link^
  • Recurring Gift and Pledge Settings^
  • Import Payments to Pledges and Recurring Gifts^
  • Gift Adjustments^
• Import to Individual Relationships
  • Individual Relationship Area Settings
  • Crosslinking Relationships
  • Individual Relationship Attribute Mapping
  • Individual Relationship Attribute Mapping Area Settings
• Import to Organisational Relationships
  • Organisational Relationship Area Settings
  • Crosslinking Relationships
  • Organisational Relationship Attribute Mapping
  • Organisational Relationship Attribute Area Settings
• Import to Solicitor/Canvasser
  • Assigned Solicitor Constituent Mapping
  • Assigned Solicitor Relationship Mapping
  • Solicitor/Canvasser Relationship Area Settings
  • Solicitor/Canvasser Constituent Area Settings
• Import to Participant
  • Participants Mapping
  • Guest Mapping
  • Participant Area Settings
  • Participant Attribute Mapping
  • Participant Registration Fees
  • Participant Link to Gift
  • Participant Donations
  • Participant Benefits
  • Event Awards Mapping
  • Dinner Preference Mapping
  • Multiple Participants
• Import to Education Relationships
  • Education Mapping
  • Education Attribute Mapping
  • Education Major and Minor Mapping
  • Education Area Settings
• Import to Banks and Financial Relationships
  • Bank Mapping
  • Financial Relationship Mapping
  • Bank and Financial Relationship Phone Mapping
  • Financial Relationship Attribute Mapping
  • Bank and Financial Relationship Area Settings
• Import to Fund Relationships
  • Fund Relationship Area Settings
• Import to Actions
  • Action Area Settings
  • Action Attribute Mapping
  • Action Notepad Mapping
  • Action Solicitor Mappings
• Import to Volunteers
  • Volunteer Mapping
  • Volunteer Types Mappings
  • Skills and Experience Mapping
  • Courses and Training Mapping
  • Medical Information Mapping
  • Volunteer Availability Mapping
  • Assignment Interests Mapping
  • Job Assignment Mapping
  • Time Sheets Mapping
  • Awards Mapping
  • Needs Mapping
  • Checklist Mapping
  • Mandate Info Mapping
• Import to Prospect/Proposal
  • Prospect Mapping
  • Ratings Mapping
  • Gifts to Other Orgs Mapping
  • Financial Information Mapping
  • Philanthropic Interests Mapping
  • Will Not Give To Mapping
  • Proposal Mapping
  • Proposal Attribute Mapping
  • Proposal Notepad Mapping
  • Proposal Gift Link
  • Proposal Action Link
  • Proposal Solicitor Link
  • Proposal Area Settings
• Import to Membership
  • Membership Settings Order
  • Membership Mapping
  • Membership Area Settings
  • Membership Attributes
  • Membership Benefits
  • Membership Card Mapping
  • Membership Gift Link
  • Membership Solicitor Link
• Import to Honor/Memorial and Tribute
  • Honor/Memorial Mapping
  • Tribute Mapping
  • Tribute Acknowledgement Mapping
  • Tribute Gift Link
  • Tribute Acknowledgee Link
  • Honor/Memorial Area Settings
  • Tribute Area Settings
• Advanced Importing
  • Field Settings
  • Data Transformations
    • Match Types
    • Replace Types
    • Additional Transformation Fields
    • Import/Export Transformations
    • Organisation Transformations
    • Global Transformations
  • Cloning a Mapping
  • Importing Recurring Gift or Pledge Installment Schedules
  • Scheduled Imports (for self-hosted and third party hosted users only)
• Avoiding Duplicates
  • Types of Criteria Sets
  • Type of Constituent/Biographical options
  • Address
  • Criteria Set Match Quality
  • Default Criteria Sets
  • Other
• Step 3 – Review Data Prior to Import
  • Action to Take
  • Matches
  • Match to Grid
  • Match Settings
  • Filtering and globally updating the grid
  • Viewing and Editing Values
• Step 4 – Validating and Importing
  • Validation
  • Importing
• Required Fields
• Acceptable Date Formats
• Raiser’s Edge Data Clean Up Tools
  • Gift Adjustments
  • Alias Deleter
  • USPS Address Tool
• Tips for A Good Import