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vendors
flipping soft credits
My organization has what I think is a long history of using soft credits backwards -- that is, the gift is entered in the john and jane doe record, with the soft credit to the john and jane doe fund at the city community foundation, where i'd put the gift in a record matching the name on the check...
Posted to
Forum
by
Bennett Samson
on 11-13-2008
Changing existing ConstituentIDs
ConstituentIDs in our system are not all the same length and some of them begin with several zeroes. For the sake of simple convenience, I would like to delete the zeroes, that way if I am working with the constituent IDs in Excel, I won't have to spend my time convincing Excel not to drop the leading...
Posted to
Forum
by
Julian Brelsford
on 10-27-2008
Deleting large group of constituents
Several months ago, an import was done that ended up to have a significant percentage of bad addresses. Basically what we want to do is start over, get rid of all of those constituents and import a new list known to have correct addresses. Our organization is farily new to importing, but I know that...
Posted to
Forum
by
Cozette Savage
on 10-20-2008
Understanding Extensions
Like calligraphy , making a soufflé , or playing the theremin , importing records into The Raiser's Edge requires practice and precision. In one of the first posts on The User's Edge Blog, Grace Strother shared her bag of import tricks . Among the tips Grace provided was to check import extensions...
Posted to
Weblog
by
Douglas Clinton
on 09-17-2008
Great Paperless AP Product!
Hi, I am trying to research Paperless AP and have hit some walls. A great product I have found though is called EFT-O-Matic. It plugs into the Financial Edge and what it does is generates e-mail notifications to vendors that you have generated EFT Payments for. This is an amazing find, especially for...
Posted to
Forum
by
Megan Maurer
on 07-17-2008
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 Invoices
Have vendor records already been created for all of the invoices you're trying to import? If not, this may be why the vendor names are not being imported. In FE, you need to import the vendors first and then the invoices using separate import files.
Posted to
Forum
by
Jennifer Maroney
on 07-09-2008
Re: Importing Guests onto Registrants' records
When the guests are added, they will automatically have participant records created for the event. You can use a Participant import to add the name tags as long as you have their participant import IDs in your spreadsheet so RE will know which participant records to update. Check out Knowledgebase solution...
Posted to
Forum
by
Sarah McBride
on 07-08-2008
Importing Invoices
Does anyone have an idea how to do the following: Need to be able to import mulitple invoices from multiple vendors. When I try to import it won't import the vendor names? Thanks!!
Posted to
Forum
by
Sarah Orr
on 07-02-2008
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
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