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Importing my NCOA file
This is my first RE import and I am afraid my impatience may be getting the best of me. I feel like this should be fairly obvious and straight-forward, but am struggling with making sense of all the steps. I was given a csv file containing changed addresses from our recent direct mail campaign. My thinking...
Posted to
Forum
by
Leah Thornton
on 07-09-2008
Re: Importing New Constituents with possibility of some already being in RE database.
Hi Carla, As Melissa mentioned, you can modify your duplicate criteria in Configuration. If you have it set on something fairly general like last name and first name, you can point to the file that you are planning to import and choose the options 'Validate data only' and 'Use duplicate criteria...
Posted to
Forum
by
Naomi Harding
on 07-01-2008
Re: Import Layout Tables (full list of Import field ID's)
Hi Andrew, From the Support menu you can access the User Guides for RE7. In the Import Guide there is a comprehensive set of Import Layout Tables that include the Raiser's Edge 7 field name, the import header field value, whether or not a field in required in that type of import, acceptable values...
Posted to
Forum
by
Naomi Harding
on 05-29-2008
Import Layout Tables (full list of Import field ID's)
I know in RE 6 I was able to print out a complete list of all the Import Field ID's, which help a lot in generating import files. Now for the life of me I can't seem to find a single document that gives me all of these import ID's for RE 7 . Now I'm after the base package and also additional...
Posted to
Forum
by
Andrew Krizowsky
on 05-29-2008
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