Importacular

Did You Know? #9 - You can make simple, ad hoc changes to your incoming fields on the Import Review Screen, making it easier to fix spelling and formatting mistakes that you catch?
When you get to the Import Review Screen, you can make some ad hoc/'manual' changes to certain fields. Generally, if the field's font is black i...
Mon, 30 Sep, 2024 at 12:39 PM
Did You Know? #10 - You can use your Control Report as a Data Source, using the same template, to make it easier and quicker to import ‘fixed’ exceptions that didn’t import the first time around?
Sometimes, when you 'Import', exceptions can appear that didn't present themselves when Validating. These exceptions appear in the Control Repor...
Thu, 3 Oct, 2024 at 2:19 PM
Did You Know? #11 - You can import gifts to an existing Gift Batch within RE, with Importacular?
At the point of Importing, after unchecking the 'Validate Data Only' box, the 'Batch Setting' becomes available at the same time as the '...
Mon, 30 Sep, 2024 at 1:43 PM
Did You Know? #12 - Setting up a few fake records is a great way of testing that your template is working as expected?
Setting up a few fake records within your Data Source and/or within your Raiser's Edge is a great way to test that your template within Importacular is ...
Mon, 30 Sep, 2024 at 3:12 PM
Did You Know? #13 - If you are not sure about what is populated in the fields coming from your data source, you can use the built-in Export and Anonymising tool to produce an Excel file so you can see what is populated in each field?
If you are using a Data Source this isn't a Excel/CSV file, it can be tricky to work out which field to use when mapping your template without having a ...
Tue, 1 Oct, 2024 at 11:38 AM
Did You Know? #14 - You can toggle through all your ‘Decides’ in the Import Review Screen, using the arrow/question mark buttons?
When you get to the Import Review Screen, you may find that you have a number of 'Decides' within the 'Action To Take' columns. The number o...
Tue, 1 Oct, 2024 at 12:09 PM
Spouse Soft Credits are coming through as $0
In Raiser's Edge, spouse records can be set up to create automatic soft credits whenever a gift is created.  A bug was discovered in Blackbaud's API...
Fri, 15 Nov, 2024 at 11:23 AM
Importing Recurring Gifts with Give Campus
To pull across Recurring Gift Schedule and Payments in the Give Campus, make sure you select the 'Recurring Gifts' option in the Give Campus connect...
Fri, 15 Nov, 2024 at 12:02 PM
Importing Recurring Gifts with Give Campus - Schedules with End Dates
When Importing Recurring Gift Schedules from Give Campus, some Recurring Gifts run for a fixed term and are not indefinite. Unfortunately, Give Campus do no...
Fri, 15 Nov, 2024 at 12:19 PM
Did You Know? # 15 - You can transform an incoming Name field that contains Full Names into separate fields for Title, First Name, Last Name, etc. using our ‘Name Parser’ feature.
Using the Name Parser, you can split a name field into the corresponding parts (ie if the field in your file contains "Mr. John Smith" and you wan...
Wed, 11 Dec, 2024 at 10:19 AM