|
Import-O-Matic
Wishing there were an easier way to import data into The Raiser's Edge?
There is!
Get easy and flexible direct data importing into the Raiser's Edge with Import-O-Matic, now available from Blackbaud. An advanced importing plug-in that allows users to seamlessly import data from any other system, eliminating the need to manual key data, struggle through the standard import, or spend resources cleaning up your data.
Import-O-Matic can standardise and clean up your data, on the fly, with advanced duplicate checking allowing users to process constituent, address, gift, relationship, tribute, event, and membership records simultaneously onto existing constituent records or creating new constituent records
Some of the features include:
- Import data from banks, lockboxes, mail houses, prospect lists, web sites, and patient or alumni databases efficiently and accurately.
- Process constituent, address, gift, relationship, volunteer, tribute, and event records simultaneously.
- On-the-fly duplicate checking allows user to select from a list of possible matches or auto pick an exact match.
- Create unlimited custom templates to import from nearly any file layout.
- Import event participants and honor/memorial tribute gifts.
- Optionally import gifts directly into gift batches.
- Merge/change duplicate records on the fly.
- Add or update addresses, as appropriate, with the click of a button.
For more information, please contact your Account Manager or email solutions@blackbaud.co.uk |
|
