Search results matching tag 'import'

Advancement Analyst and Raiser's Edge Specialist - Pomona College in Claremont, Calif.

4ba4dc6f-33e8-44e0-846b-28a6a27c102b — Sat, 14 Nov 2009 00:05:52 GMT

POSTING: ADVANCEMENT ANALYST AND RAISER’S EDGE SPECIALIST

Essential Functions: Pomona College is preparing for a comprehensive campaign and is in the process of converting its information system for Advancement from Jenzabar CX to a suite of Blackbaud products. Reporting to the Director of Advancement Services, the Advancement Analyst and Raiser’s Edge specialist will be responsible for assisting with all aspects of the Blackbaud implementation and beyond. Specific duties:

Assist the Director of Advancement Services and other members of the Advancement staff with planning efforts and projects that will lead to the successful implementation of The Raiser’s Edge, Blackbaud Net Community, Blackbaud Business Intelligence, and PaperSave Document Imaging.
Interact with users across the department, helping them to determine how to best leverage the Blackbaud suite of products to meet their needs.
Design or refine business processes and assist with implementation of new procedures.
Create and/or revise documentation of policies and procedures.
Work with the Director and the Advancement Services team to implement business rules for The Raiser’s Edge and to facilitate ongoing data management.
Assist with back-end database operations, including security administration, global changes to data, restoration of back-ups, etc.
Develop training programs for the Advancement staff, providing users with regular course offerings and ongoing desktop support.
Create, define and produce timely and accurately analyzed database queries and reports using a combination of The Raiser’s Edge, Blackbaud Business Intelligence, and Cognos reporting tools.
Perform routine operational activities in The Raiser’s Edge database and related Blackbaud products.
As needed, serve as a resource for user groups on technical matters and act as a liaison with vendors and/or the College’s Information Technology Services (ITS) staff.
Provide support in other areas as required and requested by the Director of Advancement Services.

Required Knowledge, Skills & Abilities:
Bachelor’s degree (or any combination of education and experience that provides the required knowledge, skills and abilities) is required. Master’s degree and/or education in business, marketing, statistics or computer science strongly preferred. Demonstrated success managing complex databases, business needs analysis, configuration, data integrity, data analysis, and trouble shooting. Strong organizational abilities and attention to detail required, with proven ability to work within deadlines. Candidate must be creative and hard-working, and must possess initiative and willingness to work in a team. He/she must also have excellent customer service skills in conjunction with the ability to balance multiple priorities and requests from across the department. Users will depend on this person to be forward-thinking and identify opportunities for improvement. Significant experience with The Raiser’s Edge in a non-profit environment and full knowledge of Query, Export and Mail functions will be essential. Experience with Cognos and Crystal reporting tools strongly preferred.

Application Process:
Submit a Pomona College application (http://www.pomona.edu/HR/forms/PomonaCollegeApplicationForEmployment.pdf), cover letter, resume, and the names and phone numbers of three professional references to: Pomona College, Attn: Human Resources, 550 N. College Ave., Claremont, CA 91711.

Importing Salutations

C7E91C32-80EE-4029-BDF3-D1E9B7DC627F — Tue, 20 Oct 2009 20:36:22 GMT

Hi,

I'm trying to import editable salutations in to RE 7.85 and the system is asking me for Salutation ID's. I understand how to see Salutations ID's but I do not want to use pre-existing salutations that are made up by formulas. I.e. 1 Mr. and Mrs. Smith 2 John and Jane Smith. The salutations that I want to add in are very specific to the person who will be using them and do not follow any pre-existing formulas.

Is there a way to do this?

Rebekah Grote WCS, Bronx NY

Re: Basic Import Error message

734B5449-F556-4193-B75D-9D1C18774108 — Thu, 01 Oct 2009 20:07:55 GMT

Do you have two import ID fields? I believe you need the constituent ID/import ID and an ID for the attribute (the existing one for updating or new ID for new record import).

Re: Basic Import Error message

604D6921-2686-4C3D-B277-5A0603F0F63F — Thu, 01 Oct 2009 19:52:55 GMT

Are you updating existing attributes already present on a record or are you importing brand new attributes on to the record? If you are doing the former you need the Attribute import id to correctly update existing attributes. If you are doing the latter you need your import set to 'Import new records'. I do not have RE in front of me at the moment but hopefully that will help. Peter

Basic Import Error message

E70CFEC6-724C-432D-B425-D9A373759300 — Thu, 01 Oct 2009 19:40:56 GMT

I am doing a constituent attribute import and I am getting the following message" The Import ID field is required to Update existing records" ..... I do have the import ID on my file and it is mapped on the fields tab. Might anyone know why I am receiving this message?

Thank you,

Importing Students and Parents

62807EC1-837D-438D-BA7E-F2B41B37BDA9 — Wed, 30 Sep 2009 19:24:23 GMT

I have seniors, juniors, and sophomores and their parents in RE right now. This is a new school year with a new batch of freshmen and their parents, and also new students that have joined the upperclassmen. What is the best way to add them as constituents without being too tedious? I don't want to delete all of them and then re-import everyone, because I'd lose all gift information. Is there a way to import new people all without importing duplicates? Thanks!

Re: link events to gifts using import

9A61429D-5534-4EC6-B2DE-93FB7DB0915D — Wed, 23 Sep 2009 14:18:58 GMT

Hello Sosheila,

I checked Knowledgebase and found BB120344, which says that this has been filed as a suggestion, but that you can link existing gifts to events using a registration fee import. In Knowledgebase, you can submit feedback on this solution so that we can better understand how this functionality will help you.

Hope this helps!

Re: Creating an Output Query through Import

4244da69-cde3-4d48-9e92-73863595f75a — Thu, 17 Sep 2009 17:36:11 GMT

[quote user="Ellen Skura"]

I have been away from RE for a few months. I can't remember how to do the following:

Create a list (query) of constituents that I would like to perform further queries on

I know I have to create a CSV file and use Import and select Output Query, but I am unsure of what to select for 'What do you want to do?' I do NOT want to change/update any existing records in RE - simply create a list of constituents that I can use to make further queries.

Thank you.

[/quote]

Ellen- I use this function quite often when departments give me lists of people who received invites, appeals, newsletters, or attended events, etc...

and I love it! Save the list of IDs as a csv file (just the ID field-no other info). Go to Admin/Import/Constituent/Constituent and select "New". What do you want to do? Check Update existing records (don't worry this will not actually make any changes to the records). Select whether this is the import ID or the constituent ID. Select "delimited format". In file layout, select "Comma" & Text qualifier "none" and select whether or no the sheet includes field names. Go to the Fields tab- map ID number. Go to the Summary tab and select "Create an output query of the records updated". Hit Update now and name your query (I also create an exceptions file by selecting that option). I have this saved as a standing import called "Constituent IDs for Query" so I can just link to the new csv file and run it each time. Then just look up the query.

Jana

Re: Importing new addresses for old constituents

4244da69-cde3-4d48-9e92-73863595f75a — Tue, 15 Sep 2009 18:01:14 GMT

[quote user="Shirley Platt"]

I am having the hardest time following the knowledge base answers for importing new preferred addresses for old constituent accounts. Does anyone have a header row that I can look at to see if I can follow it?

[/quote]

Shirley- I've posted my address update header, hope it helps you.

Forums » Product Forums » The Raiser's Edge » Shared Client Documents: Policies and Procedures » Basic Address Update Import Header

Jana

Development Database Associate - New York City, NY (Financial District)

634C2850-6A15-4981-AC65-0F46C4247857 — Wed, 09 Sep 2009 20:14:11 GMT

Lambda Legal is a national organization committed to achieving full recognition of the civil rights of lesbians, gay men, bisexuals, transgender people, and people with HIV, through impact litigation, education, and public policy work. Founded in 1973 and headquartered in New York City, Lambda has regional offices in Los Angeles, Chicago, Atlanta and Dallas.

The Development Department seeks a Development Database Associate at its Headquarters in New York City who will work closely with the Database and Development Reports Manager to maintain the Development Database, process daily revenue flow, and ensure synchronization with the organization’s General Ledger. The Lambda Legal Database Team consists of the Deputy Director of Development, the Database and Development Reports Manager, three NYC based Database Associates, and local and regional Development staff.

RESPONSIBILITIES

The Development Database Associate will maintain queries, exports, and reports to fulfill the data and analysis needs of the Development Department, the Board of Directors/Volunteers, and the Finance Department. The Development Database Associate also will coordinate and execute bulk data management projects through imports. As part of this, the associate will work with the Database and Development Reports Manager to regularly integrate the offline and online databases.

The Development Database Associate will direct daily gift entry workflow according to the needs and assignments of the Development team. The Database Associate will maintain revenue processing and data entry protocol and will process gifts, event registrations, and will perform other revenue related data entry.

The Development Database Associate will maintain data entry quality control, ensuring accuracy, consistency, and completeness in all records. The associate will also communicate regularly with members of the Development and Finance teams to answer questions and troubleshoot coding issues.

The Development Database Associate will train staff in policies and procedures regarding internal and online databases and revenue processing and will maintain database training materials and procedure manuals.

The Development Database Associate will act as back-up when other team members are not in the office. This would include, but not be limited to, installment giving program maintenance, cash receipts, report distribution, handling phone calls from membership, batch filing, and other daily tasks.

The Development Database Associate will work with Database/Development Reports Manager to complete special data projects that enrich and/or enhance the capabilities of the offline and online database systems.

QUALIFICATIONS

The ideal candidate must have excellent written and oral skills along with strong analytical and time management skills. They must be detail oriented and focused, yet adaptable and responsive, and able to function under pressure and handle numerous tasks simultaneously. Database experience is required, preferably with Raiser's Edge. Fluency with Microsoft Office products (especially Word, Excel, and Access) also is required. A candidate familiar with Convio, Adobe Acrobat, Crystal Reports and Lotus Notes would be desired.

COMPENSATION
Low 40s, DOE, according to the guidelines of Lambda Legal scale. Excellent employer paid benefits package including medical, dental, life and long-term disability insurance and generous employer contribution to retirement account. Generous vacation.

APPLICATION
Candidate name and the position title MUST appear in subject line of the email. (example: “Firstname Lastname – Development Database Associate”) Salary requirements MUST be included with application. Position is open until filled.

Send resume, and letter of interest via email ONLY to:
Virginia Baeta
Database and Development Reports Manager
Lambda Legal

Email: vbaeta@lambdalegal.org

Lambda Legal is an equal opportunity employer. People of color, women, people of all gender identities and gender expressions and people with disabilities, including HIV, are encouraged to apply.