A flexible import solution for the Raiser's Edge

 

• Import data files from banks, lockboxes, mail houses, prospect lists, or web sites efficiently and accurately

• Process constituent, address, gift, and relationship records simultaneously

• Almost every field for constituent, address, gift, attribute, or notepad record can be imported

• On-the-fly duplicate checking allows users to view and select from a list of possible matches

• Automatically set "follow up" attribute flags on constituents and gifts

• Create multiple custom profiles to accommodate nearly any file layout

• A single license covers unlimited users per database

• Optionally import gifts directly into gift batches

• Set default values for nearly any constituent or gift record

• Merge/Change duplicate records on the fly

• Add or update addresses, as appropriate, with the click of a button

• Automatic field value translations

• Create static results queries for all records modified or added