We offer two training options for Importacular:
- Personalised Onboarding
- Group Training
We design two two-hour sessions based on your needs and and data, to help you build and test your first template. We will walk you though the different areas of the mapping, help you create settings in line with your Raiser’s Edge data rules, and ensure you are confident using all the available options to import data in the most clean and efficient way possible.
This training is best for an individual or small group from your organisation. You will be ‘driving’ the session at the direction of one of our expert consultants so you can learn by doing and develop the skills you need to create and test templates in the future, as well as running regular imports and deciphering any issues you might come across.
Group training consists of two one hour webinars for up to two members of your team to learn how to create templates and import data into Raiser’s Edge. The sessions focus on the free areas of the integration but much of this can be applied across the different data destinations.
We walk you through everything you need to know to create your first basic template. Creating a constituent record, biographical details, addresses, phones and gifts in RE, as well as updating existing data.
This second session will focus on the advanced areas of Importacular; avoiding duplicates, transforming incoming data to work with your Raiser’s Edge standards and the various nuances that allow you to get an import running perfectly.
We run both group training sessions monthly and you also get access to these webinars for the year as an on-demand recording, so you can revisit what we covered and refresh your learnings.
For more information and pricing please get in touch.