Product: ImportOmatic
This solution describes how to import fund relationships
Environment: All
Version: All


The mapping for the Fund Relationship will appear as follows: Raiser's Edge Field = Fund Relationship > Fund.  The value coming from the data file will need to match the format set within RE > Tools > User Options > Records Tab > Fund. That value with either be the Fund ID format or the Fund Description.

Example of Mapping:

Refer to the ImportOmatic User Guide for additional information.