Importacular User Guide

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Financial Relationship Attribute Mapping

Attributes must have both a category and a value (description) in order for the record to be created.  Attributes created via this mapping will live on the Relationship to the Financial Institution.

The format of the description is determined by the setup in the Configuration of your Raiser’s Edge database. For more information about the distinctions between these different data types, please review the information listed under Constituent Attributes.