So you want to load in all of the data from another database into your organization’s Raiser’s Edge (RE) database. You’ve gotta ask yourself a question: “Do I feel lucky?” Accomplishing this task doesn’t have to be like a threatening scene out of a movie, but it could...
For frequent data imports into The Raiser’s Edge, ImportOmatic can create, save and edit import profiles (templates of file layouts) for use with frequently imported file formats… allowing you to create profiles that you use over and over again. Each profile defines...
A full relationship record in The Raiser’s Edge® is one that is created on the relationships tab of the main constituent’s record and has a life of its own. Some organizations, however, prefer to use non-constituent records when making relationships to their...
This week a client contacted us in a bit of panic. They had worked with a partner on a very large Valentine’s Day promotion which was huge success. They received all the transactions in a flat file and needed to import them immediately so they could process them...
When managing data for The Raiser’s Edge®, diligence and remembering to capture all relevant data pays dividends in the future. Having said that, here is a great tip for ImportOmatic: Don’t forget the Output settings when creating a profile. The ability to include an...
