Shadow upload

Nohe Ka

Can changes in the Raiser's Edge attribute tab be uploaded in shadow upload or only bio 1 info? Is there a way to customize and map the Raiser's Edge attributes with Convio Interests to customize email preferences.

Thanks for any suggestions.

Bennett Donovan

The Shadow File, which is used for duplicate matching between newly created online records and offline records that have not been uploaded into Convio as constituents, uses a fixed upload format that consists primarily of core profile information and IDs. It does not accomodate attribute information.

The Segmentation Upload is the best means for setting Convio interests to match RE attributes. You would run a query in RE to return the RE Cons IDs of records sharing a given attribute value. You would then use the results set from your query to create a 3-column (RE Cons ID, Convio Interest ID, Opt-In or Opt-Out) upload file for the Segmentation Upload. This would enable you to populate a Convio Interest to mirror an RE Attribute. You can learn more about the options for this operation by looking at the 'information" link in the description of the Segmentation Upload on your All DataSync Operations Tab.

Bennett Donovan

Hi Nohe - Did the information about the Segmentation Upload help you with what you're trying to accomplish?