Importacular User Guide

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Import to Constituent

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.

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