What's the difference between Importacular NXT and Importacular Classic Insights ?
Importacular NXT is our new importing tool that works with and from within RE NXT's webview
Importacular Classic Insights allows you to see and report on all the imports you have done in Importacular Classic in the database view. This tool is useful for working out your Usage.
There are two versions of Importacular NXT: Importacular NXT and Importacular NXT (Free Version). I'm a paying Importacular Classic user, which version should I use?
Since Importacular NXT is cloud-based, an import costs processing time that is charged by the cloud-server's hosts. This means the pricing structure for Importacular NXT has to be different then that of Importacular Classic. If you currently pay below the £1,200/$1980 threshold for Classic, we can't grant you access to the paid-for version of Importacular NXT without an uplift to meet that amount.
If you pay more than this threshold or are unsure, please contact development@zeidman.info
If you would just like to try out the early access version of Importacular NXT or you only need to add/update less than 500 records, consider using Importacular NXT (Free Version)
Why is there a limit to the number of records I can add/update when using Importacular NXT (Free Version)?
Every record that is processed by Importacular NXT incurs a cost charged by cloud services. Zeidman Development is donating the cost of processing 500 records for each Organisation using the Free Version.
What's the difference between looking up data and fetching data?
Fetching data is loading the data from the data source.
Looking up data is determining the matches based on your Matching Rules
How many templates can I build?
You can have as many templates as you like
I need to clean up my data before I import, is there a better way?
Yes, there is. In fact, we highly encourage users to avoid touching their data source (especially if is a file) and let your Importacular NXT template do all the heavy lifting. On every field that you map, there are two separate options for you to consider: Field Update Conditions and Field Manipulations.
Field Update Conditions allow you to decide what to do if the Record is new or existing.
Fields Manipulations allow you tidy up things like fix text casing, apply a Data Transformation (change an incoming value to one that RE NXT will accept), or manage a property unique to that field. All are very simple to apply without the need for coding or pervious experience.
What if my data source doesn't contain the field/data that I need?
As well as mapping fields from your data source to the appropriate field in your RE, we also allow you to apply a default value in its stead. So if the field in RE had a dropdown/code table, then you can select the suitable code table value.
If the field needs to be tailored to the record being imported/updated, then you will need to consider the data available in your data source to see if it contains any data that could be transformed into a suitable value that RE will accepts. If so, then you could build a Data Transformation that will allow you to do such a thing. Here is the User Guide about Data Transformations for more information
Can I review my data and matched records before I import?
Yes, we have built Importacular NXT so that users are encouraged to review their data and the matched records. When you start your Import, Importacular NXT will upload your data, look for suitable matches, apply any field or area settings and then present your Import as a card in the 'Imports Requiring Attention' row on the Importacular NXT Homepage. When you click on 'Review', you will be presented with a summary of your import so far (no records have actually been added or updated to RE NXT yet. To review your matches, click on 'Manage Matches'. To review the data, click on 'Review Data'. This will present only data to be added/updated and after it has been tidied up (if you have any Field Manipulations set).
Do I have to watch my import process to manage any issues or review any record matching as they appear?
No, you run your process and when it is ready, it will appear in the 'Imports Requiring Attention' row on the homepage for you to review at a time that suits you. If there are any record matching that need your final say, they will be highlighted in the 'Manage Matches' section as 'Decides'. You can also review your data to glance of the data to make sure you are happy with what is going to be imported.
If any issue appear after reviewing the data and matches (the Import stage), then clear error messages are presented in the Results section of your Completed Imports card, with the option to re-import just the effected records, adjusting your template along the way.
For Users who are familiar with Importacular Classic
Where have the field settings gone?
These have been split up into two separate columns:
Field Update Conditions for selecting how new and existing records should be updated. This also includes Conditional Update Values.
Field Manipulations for choosing how to clean up and manipulate the incoming data to make it compliant with your RE. This includes Text Casing, Date Format Transformations and Data Transformations
How can I change my Criteria Sets?
We have renamed them in the hopes to make things easier to understand. Rather than having a Criteria Set that contains a number of other Criteria Sets, we have renamed it so that we now have a 'Record Lookups', that contain a number of 'Matching Rules'. What's more, rather than a one-size fits all approach, when you have Relationship Data Destinations mapped (Individual Relationships, Organisation Relationship, Fundraisers (Solicitor/Canvassers), and Tributes) you are able to build or select a Record Lookup with their own unique set of Matching Rules for each relationship you add to your template. Giving you more control and a better understanding of what is happening.
Can I use the same templates I have in Importacular (Classic) with Importacular NXT?
Yes, you can. We have an Importacular Classic Template Converter in the Template Manager section.
If your Classic Template contains local Data Transformation, there is a Data Transformation tool in Importacular Classic's Template Manager that will convert local Transformations in to Organisation Transformation. We recommend you run your Classic Template through this tool before exporting it and running it through the Template Converter in NXT.
As we are sure you are aware, not every field in Database View is present in Webview and vice-versa so you will still need to review the 'imported' templates in Importacular NXT, before you try to import with it. The Template Converter will highlight specific areas for your to review. We would also recommend you treat the converted template as a new template and test it out on a handful of sample records to be on the safe side.
Also, not every Data Destination will be available straight away. If your template contains mapping to a Data Destination that isn't currently available, the Converter will convert what it can and leave out the data destinations that have yet to be implemented. Click here to see the User Guide.
Can I validate my template before I import?
We have provided more tools at the Template Building stage and in the Import Review stage to help you better understand what data is due to be imported, reducing the need for a validation stage, thus speeding up the process and reducing costs.
Can I adjust my Record Lookup, specific to the data I'm importing?
Yes, we have made it very easy to edit adjust an existing Record Lookup or clone one from within the Template Builder.
Will I be able to schedule my imports?
Yes. We offer Automations on the following Data Sources Sharepoint, OneDrive, Google Drive, DotDigital and eTeamsponsor.
I see all the field settings that I am use to, but where are all the Area Settings?
They are all present as well as some new ones for you to consider. Please do explore each Area Setting to find out more
Why can't I add an Address Custom Field?
Blackbaud have not included Address Custom Fields in their SKY API. As such, it is not an area we can provide.
What about a Control Report?
We have replaced Control Reports with a 'Results' section on the completed import card. This Results section gives you details on any exceptions that may have happened. What's more, you can select specific records that have been ignored or have exceptions and choose to 're-import' them. Re-importing takes you to a pre-populated Import Creator where you can chose to select a different template, edit the existing template, or clone a template to make adjustments on.
There is also a 'Download' option in the Results page of the completed card.