After lots of testing and requests from our clients and other consultants we finally launched our new Raiser’s Edge import tool aptly named EasyREimport and it’s now available at EasyREimport.com
Raiser’s Edge Imports Simplified
We Believe that Raiser’s Edge imports should be easy.
Having been tasked with importing millions of constituent, gift and other records over the years, we originally developed EasyREimport as a consultant tool to make importing our client’s data easy. When you work with data, you can never have have too many tools. A few other consultants have asked to use EasyREimport, as not all their clients have purchased third party software designed to import data. Eventually we decided to offer it to all Raiser’s Edge users. EasyREimport makes importing any data file into the Raiser’s Edge easy, hence the name EasyREimport.
The Problem and Challenge
Nonprofits utilize many various third party donation tools resulting in numerous spreadsheets of constituents and gifts. Bank lockboxes, Crowdrise and other similar fundraising websites, text to give programs, payroll deduction automation are all example data sources. These constituents and gifts need to be imported into the Raiser’s Edge database. The challenge is that if the constituent record already exists, we need to update that record with a new gift and not create a duplicate constituent record. EasyREimport creates one import file containing all the new constituent records, and another file that contains the gifts for both the new and existing constituent records.
EasyREimport was designed primarily to take a spreadsheet of constituents AND gifts and quickly create exactly formatted Raiser’s Edge import files. Note: If your data contains only constituent records without gifts EasyREimport makes quick work of those also.
The resulting perfectly formatted files only need to be run through Raiser’s Edge Administration / Import.