Importacular User Guide

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Financial Information Mapping

Below you can see an example of a Financial Information Mapping.

The Table in Configuration that corresponds to the required field of Information Type is called “Financial Data Types.” The Information Source data table can be found under the name “Information Sources.”

You can use the Area Settings for Financial Information to determine what constitutes a match between the data you are importing and the data in the Raiser’s Edge as well as how to handle that match (import it anyway even if it creates a duplicate, update the Raiser’s Edge or default to the data already in RE and ignore any changes).