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