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...

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...

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...

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...

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...

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...

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.

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...

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!!

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...