Please watch this video for a live demonstration of how to import Constituent data using Importacular.
To create a new constituent mapping, select ‘add new mapping’ and choose between: Individual, Organisation or Combination.
Once you have selected Individual, Organisation or Combination, you will be able to map your fields on a mapping grid like the one below.
You are able to import a mixture of individual and organization constituents in the same way as you would in a regular Raiser’s Edge import. In this case, you need a field that determines the key indicator (a value of “I” or “O”) in the data source. If you’d like to see a demonstration of this, you can watch a tutorial of this process here.
Note: When importing Organisation records, please note that the field for Organisation Name can only contain 60 characters. Anything longer will be cut off.