About the file:
The Fund to Constituent Relationship import file is used by customers and implementation consultants to load constituent IDs and their related fund IDs (aka GLIDs from Balance) into Impact. The purpose of this import is to associate each constituent with their fund or funds. This import only needs to be done occasionally - for instance, before a report batch is run.
Please note: If you are do not have the Raisers Edge Integration you should be sure your constituent import has been updated before running this import.
To ensure an import file gets uploaded successfully, please review your file to ensure:
your file contains all constituents and funds you plan to do reporting for (it has to include all records, as all records for these associations will be overridden)
column headers match the original template exactly
your file only contains one sheet
no formulas, formatting, or additional columns are present
Best practice is to use a fresh template and copy the data into it, once you are sure your data is ready.
Find the blank Fund to Constituent Relationship template at the bottom of this article.
How to Import the file:
Log into Impact
Select Import/Export from the left navigation pane.
On the Impact page that appears, select Create new import:
A dropdown will appear:
Choose the Fund to Constituent Relationship file:
Click Continue. A new page will appear, with a link to download the blank file template:
Click the Download button (circled above). The blank template will download as an Excel file.
Fill out the template with the appropriate data, according to the column headers. DO NOT ALTER THE COLUMN HEADER NAMES. Also, do not add additional columns or additional sheets.
The import spreadsheet has just two columns:
Fund ID: This is, and must be, the fund’s GLID in Balance, please check that trailing and leading zeros appear as they need to.
Constituent ID: This is whatever ID you use in your system of record for your donors (eg. Raiser’s Edge).
Please note: FundID must exactly match the fund’s GLID in Balance.
8. Once your file is filled out and saved (the name of the file can be whatever you wish), click the Browse button, select your file, and click Open.
9. Click the Upload button. If there are any issues with the upload, an error message will appear with details on how to fix the issue.
10. If there are no errors, review the changes on the screen and click the Approve Import button. Your import is now complete.