What are Raiser’s Edge import files?
GiftTool makes it easy to migrate your GiftTool data into your The Raiser’s Edge® database, so that you can have a single view of your constituents, bridging both your online and offline activities.
By generating import files for Raiser’s Edge within your GiftTool account, you can map all fields between Raiser’s Edge and GiftTool once, then as needed, generate the import files with a click of a button which are ready to be uploaded into your Raiser's Edge database. How do I transfer my GiftTool data into Raiser's Edge?
Core Files [required for all services]
The following core files are required to import transaction data across all services (Donation, Event Registrar, Pledge-a-thon, Membership and Shopping Cart).
All Canadian eTax receipt numbers, amounts & dates issued at the time of an online donation will be automatically included in the gift import file. For manually issued receipts or annual receipts for recurring donors, the information for these receipts will be included in the Canadian Receipt Number file.
Event Module [optional for GiftTool Pledge-a-thon service]
Optionally, if you wish to import your Pledge-a-thon data directly into the Raiser’s Edge Events Module, you can set up 5 additional import files specific to this module.
If you chose the Events Module, your import files will generate the Sponsoring Donors gifts so that they will be imported into Raiser’s Edge as a Gift Type of “Pledge”. A corresponding pledge payment will be generated to these gifts, even if they were paid by credit card. This is so that the sponsoring donor’s gift will link to the Participant’s record in the Events Module under the Sponsoring Pledges tab.
If you do not have the Raiser’s Edge Events Module, your Pledge-a-thon transaction data for the Sponsoring Donors gifts will be a gift type of “Cash”.
Tribute Module [optional for GiftTool Donation service]
Optionally, if you wish to import your Donation data directly into the Raiser’s Edge Tribute Module, you can set up 3 additional import files specific to this module. This ensures that the person being notified about a tribute gift will be generated as a relationship record to the honour/memorial constituent in Raiser’s Edge.
If you chose the Tribute Module, the transaction data will have a gift type of “Cash”. An Honour/Memorial Constituent record will be generated. A separate donor relationship record will be created.
If you do not have the Raiser’s Edge Tribute Module, your GiftTool transaction data for donations will have a gift type of “Cash” with all tribute information in a gift note.
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