Examples where EasyREimport excels
Here are just a few ways that EasyREimport is saving our clients time and money streamlining data imports.
Our clients receive data files from many sources, mostly in Excel, these files contain constituent name, address, phones, emails AND gift information. If they are not added into the Raiser’s Edge what opportunities are being missed? EasyREimport quickly integrates any data file into your Raiser’s Edge database without creating duplicate records. Those records are now incorporated within your database and can be included in your reports, emails, and mailings. Below are some samples of third party data sources EasyREimport can easily integrate into the Raiser’s Edge.
One of our long time clients uses a bank lock box for the majority of their large traditional mailing appeals. EasyREimport takes the files of names and gift amounts, from the bank or caging company, and within minutes creates a new constituent import and a single gift import containing both new gifts and gifts that link to existing constituent records. What used to take hours to hand key is now fully automated.
10 Day Radioathon 3 Times a year
Three times a year for over seven years EasyREimport created daily import files for ten days straight for what has to be one of the largest radiothons in the United States. The nature of the event is that many of the donors will make multiple donations over the course of the ten day event. By exporting a new Raiser’s Edge export file each day EasyREimport was able to catch those donors and keep all of their donations on one record. Huge time savings.
A hospital client of ours uses the employee id as the constituent id in the Raiser’s Edge. Twice a month, accounting sends them a file of all payroll deductions, but unfortunately payroll doesn’t flag the new employees and those records have to be manually added. To save time they run the file through EasyREimport. Instead of importing the files that are created they use the new constituent import file to add those constituent records as new employees and then simply update the recurring payroll batch with their new recurring gifts. This is way faster than manually searching for the new employees. Maybe one day payroll will flag those records, but for now EasyREimport to the rescue!