Overview

We recommend using Raiser's Edge constituent alias fields and membership record attribute fields when importing data into ACME. This allows your membership and development users more control over the data transfer process. There are three main steps (outlined below) to set up this configuration.


TABLE OF CONTENTS


Step 1: Create Alias and Attribute fields in Raiser’s Edge

Create two Alias Type fields - Reference Blackbaud Article 41481 - How to Add Aliases and Blackbaud Tables

  • Alias Field 1:  ACME Customer ID
  • Alias Field 2:  ACME Customer Import ID

Create two membership attribute fields - Reference Blackbaud Article 46321 - How to Create Attribute Fields

  • Data Type = Text
  • Check "Allow Only 1 Per Record"
  • Attribute Field 1:  ACME Membership Number 
  • Attribute Field 2:  ACME Membership Import ID

Step 2: Update Importer tool used to import records into Raiser’s Edge

In the tool used to import membership records from ACME into Raiser's Edge (Omatic or another importing software), code the following mappings from the ACME Export file:  

    

ACME Field from Export File

Raiser’s Edge Field 

Notes

Customer ID
customer_customerId_1_1

Alias: ACME Customer Number

CnAls_1_01_Alias

Do not change this value once defined

Customer Import ID

customer_externalCustomerImportId_1_1

Alias: ACME Customer Import ID

CnAls_1_02_Alias

Do not change this value once defined

Membership ID 

membership_externalMembershipId

Membership Attribute: ACME Membership ID

Mem_AtrCat_1_01_Description


Membership Import ID

membership_membershipImportId


Membership Attribute: ACME Membership Import ID

Mem_AtrCat_2_01_Description

Do not change this value once defined


The above mapping recommendation is in addition to the standard mapping of membership number to membership number, etc. 

Step 3: Update Export Files from Raiser’s Edge that are used to import into ACME

In the existing Raiser’s Edge Membership Export File used to import data into ACME, add the following newly created fields:

  • Constituent alias field: ACME Customer ID

  • Constituent alias field: ACME Customer Import ID

  • Membership attribute field: ACME Membership Number

  • Membership attribute field: ACME Membership Import ID

In the existing Raiser’s Edge Customer/Constituent Export File used to import data into ACME, add the following newly created fields:

  • Membership attribute field: ACME Membership Number

  • Membership attribute field: ACME Membership Import ID

Send a sample of the updated fields to support@acmeticketing.com for review

  • ACME will review the updates and make any recommendations
  • After confirmation, ACME will assist in updating the import mapping for files coming into ACME to include the new changes