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
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