Importacular

Are there any recommendations for using the Van ID and/or the Raiser's Edge Constituent ID to help integrate EveryAction with the Raiser's Edge using Importacular?
To help integrate EveryAction with the Raiser's Edge, we recommend that you add the Raiser's Edge ID to EveryAction as well as adding the EveryAct...
Mon, 6 Jun, 2022 at 7:57 PM
Re-add leading zeros to Sort Codes and Account Numbers using Data Transformations and RegEx
Sometimes, when importing UK Bank Account Numbers and Sort Codes, the data source (like a CSV file) will strip out the zeros at the beginning of each of the...
Tue, 7 Jun, 2022 at 11:30 AM
How can I correct telephone numbers when the leading zero is missing?
Importacular field settings (click here to learn what a field setting is) allow users to correct telephone numbersthat are missing a leading zero.   See the...
Tue, 7 Jun, 2022 at 11:20 AM
Why can't I pull gifts beyond the last 90 days using EveryAction?
The data that you are able to access via the EveryAction integration is based upon what is available in the API.  We are only able to access records created...
Tue, 7 Jun, 2022 at 3:12 PM
How can I correct Canadian Postal Codes that are formatted incorrectly in Importacular?
Importacular can correct the formatting of a Canadian Postal Code using the field setting (click here for more information about field settings).  You can s...
Wed, 8 Jun, 2022 at 10:18 AM
How can I use the First Gift Date to set the Schedule Day of Month for Recurring Gifts in EveryAction?
The principles of this knowledgebase article are applied for this specific solution, so please refer to it for general information.   In order to work with...
Thu, 9 Jun, 2022 at 4:38 PM
How can I work with the EveryAction field of "Canvassed By" in the Contact History Activity Type?
In the EveryAction API for Contact History, we are only able to see an ID field for the person who was responsible for the Contact Action.  This field comes...
Fri, 17 Jun, 2022 at 9:57 PM
Some users have greyed out buttons in Importacular
If some users (but not all) are unable to access areas of Importacular, please check the Importacular security settings to ensure that all RE Security Group...
Thu, 23 Jun, 2022 at 2:31 PM
Can I use a Query to adjust gifts with the Gift Adjustment data destination?
In order to work with the Gift Adjustments data destination in Importacular, you will need to work with a data source.  Often, with this destination, this i...
Thu, 23 Jun, 2022 at 9:09 PM
Primary Salutation is mapped, but the reported error was: Required Field Missing: Primary Salutation
If you have mapped a Primary Salutation to your template, but still see the following in your control report as an exception. "The reported error was: ...
Mon, 27 Jun, 2022 at 8:45 PM