For our direct mail acquisition campaign, we are getting a "finder file" to make inputting easier for gifts that come in. I'll be importing the finder file into RE, but I need some easy way to query them at the end of the year so that those that did not give a gift can be deleted. I'm...

I am working to import a monthly file of individuals that for the most part currently exist in the database (a few newbies) but this includes a consistent code, address and attributes. Currently when I run the update process, fields such as last name and first name get updated as I would expect. But...

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 did not see an "import" specific forum so I'm posting this query here. I want to import new proposals with proposal attributes. In the past I did a two step process where I first imported the proposals, then did a second import to bring in the attributes. My understanding is that it can...