Can you upload an excel/csv constituent list to extract relationship with the charity?

Victoria Jones 3

Hi all. I use RE as a fundraiser and we don't currently have a data manager in place so I'm not sure if this is something that is possible.

Is there any way of uploading an excel/csv file of constituents to Raisers Edge or NXT to extract what their relationship with the charity is? For example, I have a list of 97 legacies, with the name of the deceased and their constituent number. I need to know what type of giver they were (lottery, events etc), how much and when they have donated in the past, and their addresses.

Any idea if that is something that can be produced through RE or NXT rather than having to manually look at each record?

Thank you!

Alex Wong

@Victoria Jones
there are 2 ways you can do this, given you only have 97, here's one that will works quickly:

here's a community post that will be of help if you run into trouble: