Directions for installation and activation differ for Blackbaud hosted organisations versus self-hosted (and third party hosted) organisations. In order to proceed with either process, you will need an active ZeidZone account.
Importacular Classic User Guide
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- Importacular: An Overview
- Installation and Activation
- Settings
- Step 1 – Data Selection
- Step 2 – Template Selection
- Step 3 – Review Data Prior to Import
- Step 4 – Validating and Importing
- Tips for A Good Import
- Building Your Mapping Templates – Getting Started
- Data Transformations
- Criteria Sets and Avoiding Duplicates
- Import to Constituent
- Constituent Area Settings
- Constituent Attribute Mapping
- Constituent Codes Mapping
- Appeals Mapping
- Solicit Codes Mapping
- Notepads Mapping
- Alias Mapping
- Alias Deleter
- Credit Card Mapping
- Additional Addressee/Salutation Mapping
- Consent Mapping
- Declarations Mapping (for UK users)
- Fields for Related Constituents
- Import to Individual Relationships
- Import to Gift
- Gift Area Settings
- Gift Attribute Mapping
- Gift Notepad Mapping
- Split Gift Mapping
- Gift Benefits Mapping
- Gift Soft Credit^
- Solicitor/Canvasser Gift Link^
- Tribute Gift Link^
- Tribute Acknowledgee Link^
- Recurring Gift and Pledge Settings^
- Importing Recurring Gift or Pledge Installment Schedules^
- Import Payments to Pledges and Recurring Gifts^
- Gift Adjustments^
- Import to Address
- Import to Organisational Relationships
- Import to Solicitor/Canvasser
- Import to Participant
- Import to Education Relationships
- Import to Banks and Financial Relationships
- Import to Fund Relationships
- Import to Actions
- Import to Volunteers
- Volunteer Mapping
- Volunteer Types Mappings
- Skills and Experience Mapping
- Courses and Training Mapping
- Medical Information Mapping
- Volunteer Availability Mapping
- Assignment Interests Mapping
- Job Assignment Mapping
- Time Sheets Mapping
- Awards Mapping
- Needs Mapping
- Checklist Mapping
- Mandate Info Mapping
- Import to Prospect/Proposal
- Prospect Mapping
- Ratings Mapping
- Gifts to Other Orgs Mapping
- Financial Information Mapping
- Philanthropic Interests Mapping
- Will Not Give To Mapping
- Proposal Mapping
- Proposal Attribute Mapping
- Proposal Notepad Mapping
- Proposal Gift Link
- Proposal Action Link
- Proposal Solicitor Link
- Proposal Area Settings
- Import to Membership
- Import to Honor/Memorial and Tribute
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- Installation and Activation