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unable to import Individuals as contacts for an Organization
There is no option when importing relationships to import them as contacts or primary contacts for an Organization. Save the Children and Salvation Army National Headquarters have both asked for this functionality within the last month.
Created 29 Jun 13:25 by Guest
Blackbaud CRM / Import
3
Reviewed: Voting Open
20
Vote
Have an option to make a copy of import file template
Add a Copy option for import file templates. This would be very handy when we are building a new import file template which is similar to an existing one. The copy should ask for the new import file and keep the field mapping where the fields are ...
Created 20 May 07:08 by David Wanless
Blackbaud CRM / Import
5
Reviewed: Voting Open
21
Vote
Import Appeals
It would be great we can would import appeals (appeal name, description, appeal category, report code, start date, end date, appeal goal)
Created 29 Jun 13:22 by Guest
Blackbaud CRM / Import / Marketing and Communications
0
Reviewed: Voting Open
21
Vote
import interactions into deceased records
Allow users to import interactions into deceased or inactive constituent records
Created 29 Jun 13:20 by Guest
Blackbaud CRM / Import
4
Reviewed: Voting Open
10
Vote
Ability to add Contacts for organizations in a Batch or Import for Non-Hosted Users
Ability to add Contacts (Contact Type and information) in a Batch or Import for Non-Hosted Users Constituent Batches (Individual, Organization, Update Batches, Volunteer, Educator, etc.)
Created 31 May 17:49 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
4
Vote
Enhance import selections to be populated by complex SQL
We have run into many query tool filter limitations, and one way around these limitations would be to populate an import selection with the results from dynamic SQL (insert into xxx select ID from table where criteria). The import selection could ...
Created 28 Apr 21:14 by rob o'connell
Blackbaud CRM / Import
0
Reviewed: Voting Open
17
Vote
Unable to import revenue into enhanced revenue batch without some required fields
Users would like to import BBEC revenue into the Enhanced Revenue Batch without having to populate all required fields, specifically Designations. Occassionally, the representative doing the imports does not have all of the necessary information a...
Created 29 Jun 13:23 by Guest
Blackbaud CRM / Import
0
Reviewed: Voting Open
3
Vote
Add option for recurring imports on default network directory import source
For sFTP server import source is an option for one-time and recurring imports. However, Network Directory is for “once” (or one-time) imports only. It would be useful to have recurring imports also available for Network Directory as well.
Created 04 Oct 20:42 by Guest
Blackbaud CRM / Import
3
Reviewed: Voting Open
2
Vote
Add the option to allow import of a donation revenue record to 'deceased' individuals.
Currently it requires a lot of work-around steps to bring in donations from someone who may have been erroneously marked as deceased. The preference would be that the revenue import can go through without error, and then we can create a report of ...
Created 28 Mar 23:18 by Melanie Poirier
Blackbaud CRM / Import
4
Reviewed: Voting Open
4
Vote
Allow Import Selections to switch back and forth between different Lookup ID types
Users will encounter this error below if they have recently switched between different Lookup ID types on their Import Selection. Error: Deleted ID: The value in the 'XXXXX' column does not exist in the database for the selected record type and al...
Created 17 Feb 15:57 by Scott Douglas
Blackbaud CRM / Import
0
Reviewed: Voting Open
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