This question is for schools and universities who are using RE to manage their alumni data. Do you coordinate an alumni directory with a vendor along the lines of Harris or PCI? If so, in what format is new and updated data returned to you by the company? And how easy or difficult is it to import the...

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...

Lee's answer is correct - the only way to import the different lines of the address (per BB Import training) is to use "/n". Merging the cells in excel works very smoothly. If you have not worked with it before, I'd suggest making a backup copy of your excel file just incase you ran...

I want to import a lot of new constituents into Raisers Edge from an Excel spreadsheet but I am not sure how to import addresses with more than one line? In the Excel the addresses are broken up by columns, so Address Line 1, Address Line 2 etc are all in seperate fields but in Raisers Edge I can...

[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...

Earlier this year we exported all our addresses to an excel file which we then farmed out to a service to go through and correct for us. When the company provided us with the corrected information I imported the corrected addresses back in. Because import did not over-write the address data that was...

Has anyone had to removed multiple address from donor records? here is the problem. we have mulitple addresses on a donor record. For example the donor has a type Home. 123 Good St. a type Old : 123 Good St. a type Previous : 123 Good St. Each of these adresses are the same. I want to remove from the...

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...

You can also run a validation on the records before you actually do an import. That should spit out a list of your exceptions. You can then run the import of the successful records and then deal with your exceptions. There's a gigantic document on importing - not sure what version you're running...