EasyREimport Screenshots

The first screen asks for three file locations:

  1. The first is your RE Constituent file, this is the export of your database for matching.
  2. The second file is the data file you are importing.
  3. The last location is where EasyREimport will create the following files when run:
    • New Constituent Import File
    • New Gift Import File
    • Your original import file appended with Constituent ID and Import Id’s. Existing Records are easily identified with current Constituent ID. New Records have new Import Id which can be used to import / update any additional fields you may have in your import file. (Note: We will let RE add constituent id’s during record creation following any preset business rules)

      

Remember that the Constituent ID is the first match criteria so if you recognize a row in your import file you could add that constituent id in a prematching step, this is a great feature for major donors and board members as we DO NOT want to create duplicate records for them or anyone else. (See our FAQ’s page for more information on duplicate elimination and management)

 

Avoiding Duplicates

EasyREimport uses an export of your entire database to find existing records and update them with a new gift. Your entire original data file is also returned with Constituent and Import id’s. Using those id’s any additional fields can be easily added to existing records.

Pre-Match ID’s with Records you know

The process of matching current records in your Raiser’s Edge database with those in your new data file begins with the Constituent ID, as seen in the first mapping screen. This process is completely automated. But If you have a Board Member or other important constituent you can add their constituent id directly to the file you are looking to import. Simply add a column named constituent id to your file, then add their id, and they will be automatically matched in the EasyREimport process. We found this incredibly useful with some event data.

Try it for 10 days free

Our current promotion uses coupon code EASY. Input your coupon code at checkout. We will send you the product installation and a 10 day license key.

 

The Raiser’s Edge is a trademark of Blackbaud, Inc.
EasyREimport is neither supported, endorsed or in any way affiliated with Blackbaud, Inc.