Importacular

How do the phone/email settings in RE affect Importacular mappings?
It is possible to import phones and email addresses on to constituent records so that they either create a new record or update an existing one. In this art...
Mon, 19 Feb, 2018 at 10:51 AM
Our data consists of international addresses some with state, some with province and some with county. How is this handled?
Sometimes when you capture data the form is kept concise to keep it simple. One example of this is field reuse. For example an address in the US has a state...
Tue, 24 Sep, 2019 at 2:02 PM
How do I import when I only have the constituent id? - Last name is required!
Sometimes you need to import gifts or other data that you have supplied to a third party. Sensibly you supplied the constituent id so that you could easily ...
Thu, 16 Jun, 2022 at 2:36 PM
How do I import gifts that need a bank record associated such as direct debits?
It is possible to import gifts that come in from a constituent's bank or where the money is taken from their bank via a direct debit or direct deposit ...
Mon, 2 May, 2022 at 2:48 PM
Primary AddSals are required fields in RE and they are mapped but Importacular complains that the primary addressee is blank
Even if you have mapped the primary addressee and primary salutation values in the constituent mapping, it may still be the case that Importacular will comp...
Wed, 11 Apr, 2018 at 4:50 PM
We activated but all the buttons and menus are disabled. Is this a security setting?
Importacular does have security settings built into it. The security group of the first person who activates Importacular gets all the rights and, apart fro...
Fri, 14 Aug, 2020 at 9:10 PM
Why is my (Attribute/Email/Phone) data not importing?
There are certain areas within Importacular where the fields are not marked as green (required) fields i.e. required for data entry by Raiser's Edge, b...
Mon, 4 Jul, 2022 at 5:00 PM
Exception in PopulateDefaultLookup: There was a problem with CreateRecordObject()
For users of Importacular 3.4 patch 5 and below... When going to the review screen you get multiple error messages as shown below: Firstly: Exc...
Wed, 25 Jul, 2018 at 9:54 AM
Applying Payments to Recurring Gift and Pledges
Introduction This article looks at the process of using Importacular to import recurring gifts and their corresponding payments. The process is almost iden...
Mon, 5 Sep, 2022 at 3:01 PM
Data Transformations for US States and CA Provinces
Many organisations need to change the format of US states and CA provinces form the way they are listed in their source (eg. California) to the abbreviated ...
Mon, 25 Apr, 2022 at 3:14 PM