Importacular User Guide

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  5. Fund Relationship Area Settings

Fund Relationship Area Settings

The Fund Relationship Area Settings allow you to determine what to do when there is a matched Fund Relationship.

Choosing the settings shown above will import a Fund Relationship even when a matching relationship already exists in the Raiser’s Edge.

The middle option will allow you to update a matching relationship that already exists in the Raiser’s Edge.

The final option will ignore the information in your template when a matching Fund Relationship is identified in the Raiser’s Edge.