Importing industry coding from excel

Options
Ellen Ann
Ellen Ann
Ninth Anniversary First Comment Facilitator Level 1 Praiser Level 1
in Blackbaud Raiser's Edge NXT®: General Discussion
Hi, 



I'm working on a coding project - coding companies with industry codes so that they can be queried by industry code. I've got all of the companies in an excel spreadsheet with their ID numbers, and their new industry codes. Is there a way to import all of the new codes into RE? I would rather not enter each individually.



Thanks, 



Ellen Altpeter

Research Associate

Children's Health Foundation
Tagged:

Comments

  • JoAnn Strommen
    JoAnn Strommen Community All-Star
    Ancient Membership 2,500 Likes 2500 Comments Photogenic
    Yes, it can be imported.  Have you done any imports before?  You'll need box checked to allow for new table entries.  The industry field in found under Constituent import > Constituent Information > Industry.



    Be sure you back up RE data before attempting import.
  • Ellen Ann
    Ellen Ann
    Ninth Anniversary First Comment Facilitator Level 1 Praiser Level 1

    JoAnn Strommen:

    Yes, it can be imported.  Have you done any imports before?  You'll need box checked to allow for new table entries.  The industry field in found under Constituent import > Constituent Information > Industry.



    Be sure you back up RE data before attempting import.


    Thank you for your input, I haven't done any importing before, as I am fairly new with RE. I've already changed the table entries to match up with codes I've created, so it's just a matter of getting the codes into the industry field.

Categories