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Did you Know? #16 - Paid-users have access to Zeidman’s Global Transformations, a small library of useful Data Transformations, that are super-easy to use?
Beginning in version 5.11, you have the option to work with Global Transformations. While you are not able to edit these Data Transformations, paid users ma...
Wed, 11 Dec, 2024 at 10:26 AM
Did You Know? #17 - You can choose to update or not update a field if another incoming field has one or more specific values?
In the Field Settings, you can see the option to "Conditionally Update Values."  This allows you to select the option to "Assign When" o...
Wed, 11 Dec, 2024 at 12:32 PM
Did You Know? #18 - Importacular can apply a field based on if the incoming amount is greater than or less than a specified amount?
In the Field Settings, you can see the option to "Conditionally Update Values."  This allows you to select the option to "Assign When" o...
Wed, 11 Dec, 2024 at 12:43 PM
How to Validate and Repair a Template
If you suspect that a template has become corrupt, it is possible to validate and repair it. From the main source  You can access the functionality to w...
Thu, 12 Dec, 2024 at 11:19 AM
Did You Know? #19 - The blue circle with a white question mark on the top, right-hand side of every window will take you to the relevant User Guide page or Knowledge Base article?
The blue circle with a white question mark on the top, right-hand side of every window will take you to the relevant User Guide page or Knowledge Base artic...
Thu, 16 Jan, 2025 at 12:32 PM
Did You Know? #20 - You can clean the incoming data so that when it imports into RE, it has the right upper and lower cases, for a clean, consistent database?
You can clean the incoming data so that when it imports into RE, it has the right upper and lower cases, for a clean, consistent database. Go to the Field S...
Thu, 16 Jan, 2025 at 12:51 PM
Did You Know? #21 - If you have multiple relationships mapped to the Primary Constituent, you can easily have those relationships have relationship records with each other by using the ‘Crosslinking’ feature
Some imports may have many individuals related to the primary constituent, but also with each other, for example in a family. You may want to create relatio...
Thu, 16 Jan, 2025 at 12:56 PM
Did you Know? #22 - Importacular automatically saves your templates to the cloud as a backup and that you can manage your templates via the ‘Template Manager’?
You can restore your Importacular templates from either a file or the cloud backup (this option was added in version 4.4). To access your backed up te...
Thu, 16 Jan, 2025 at 1:04 PM
Did You Know? #23 - The field settings for Zip Code and Postal Codes have an additional option that will add a leading zero (for 4-number zip codes) or will format the Postal Code to its standard format
The field settings for Zip Code and Postal Codes have an additional option that will add a leading zero (for 4-number zip codes) or will format the Postal C...
Thu, 16 Jan, 2025 at 1:13 PM
Did You Know? #24 - Criteria Sets look for a match between records in RE and the incoming data, based on the fields that you have mapped in your template? If a relevant field is not mapped, the Criteria Set will just skip to the next set
Criteria Sets look for a match between records in RE and the incoming data, based on the fields that you have mapped in your template? If a relevant field i...
Thu, 16 Jan, 2025 at 1:17 PM
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