Importacular contains a variety of settings that give the user a wide range of options. Application Settings enable options relating to the product in general. The Default Criteria Settings refer to the Criteria Sets that determine how constituents are linked to existing records in Raiser’s Edge. Data Source Settings allow you to select the data that you need to work with and to change your data pull as relevant to the source being used. Security Settings determine which Raiser’s Edge Security groups can access different areas within Importacular. Managing Templates allows you to export, import, delete, copy and otherwise work with your Importacular templates.
Importacular User Guide
- Overview
- Installation and Activation
- Settings
- Step 1 – Data Selection
- Step 2 – Creating Mappings
- Mapping Templates – Getting Started
- Import to Constituent
- Import to Address
- Import to Gift
- Import to Individual Relationships
- Import to Organisational Relationships
- Import to Solicitor/Canvasser
- Import to Participant
- Import to Education
- 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
- Prospect/Proposal Area Settings
- Import to Membership
- Import to Honor/Memorial and Tribute
- Advanced Importing
- Avoiding Duplicates
- Step 3 – Review Data Prior to Import
- Step 4 – Validating and Importing
- Required Fields
- Acceptable Date Formats
- Home
- Docs
- Importacular User Guide
- Settings