Import new constituents

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Sarah Thompson 3
Sarah Thompson 3
Fourth Anniversary Name Dropper Photogenic First Reply
in Blackbaud Raiser's Edge NXT®: General Discussion

Silly question, when importing, do I create the import ID myself - whatever I want?

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  • JoAnn Strommen
    JoAnn Strommen
    Ancient Membership Facilitator 4 Name Dropper Photogenic

    Yes and no. You can create but there is a character limit. You may want to check knowledgebase/user guide for more info.

    I use format something like “date-code of type of import-user initials”

  • Austen Brown
    Austen Brown
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    I do the same as JoAnn. [Type]-[Date]-[Initials][Number], example: IR-062321-AB01

  • Faith Murray
    Faith Murray
    Ninth Anniversary Facilitator 4 Name Dropper Photogenic

    Interesting. I just leave the import ID blank and let the database auto-generate it.

  • Jenny Marquardt
    Jenny Marquardt
    Ninth Anniversary Facilitator 2 Name Dropper Photogenic
    I have done it both ways.
  • Dennis Ladnier
    Dennis Ladnier
    Eighth Anniversary Facilitator 1 Name Dropper Photogenic

    Sarah, unless you have a very specific need I would suggest you allow RE to automatically generate the import id. Thanks, Dennis

  • Jenny Marquardt
    Jenny Marquardt
    Ninth Anniversary Facilitator 2 Name Dropper Photogenic
    I agree with dennis ladnier‍ about letting RE generate the import id's for you.

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