Allow the importing of appeal and interaction responses

Functionality exists for both an appeals and interactions to manually add/edit responses. Allow for the import of this information via import/Batch.
  • Guest
  • Jun 29 2015
  • Shipped
Blackbaud CRM / Import / Interactions
  • Feb 14, 2019

    Admin response

    This was shipped in the first release of Bulk Import in Q2 2018.  Bulk Import is available to the majority of our hosted customers.

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  • Kerry Acker commented
    October 28, 2019 18:59

    We send out annual Proxy Ballots and the turnaround response time is tight.  Due to that, the responses are tracked externally.  After this period we have all the data ready for a bulk import of interactions with responses. We are not hosted, though need the capability.  

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  • Ellyn LaVecchia commented
    April 27, 2018 16:42

    This functionality has been included in the bulk import service which will be available by the end of Q2 2018 to customers hosted in the Boston data center.

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  • Reza Islam commented
    April 25, 2018 15:50

    As we are now in Q2 2018, I wonder if this is still being worked on, or whether we should seek alternative options.

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  • Trit Mulligan commented
    July 27, 2016 20:29

    This is planned as part of the Bulk Import feature scheduled for a Q1 2017 EAP.

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  • +16

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