1© 2013 Blackbaud, Inc. This material may not be reproduced or transmitted in any way.

THIS MATERIAL IS STRICTLY CONFIDENTIAL: The information contained in this document, and any attachments

thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information

is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by

calling (800) 443-9441 and destroy all copies of this document and any attachments.

Blackbaud powers the business of philanthropy

from fundraising to outcomes.

IMPORT BASICS Altru®

2© 2013 Blackbaud, Inc. This material may not be reproduced or transmitted in any way.

THIS MATERIAL IS STRICTLY CONFIDENTIAL: The information contained in this document, and any attachments

thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information

is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by

calling (800) 443-9441 and destroy all copies of this document and any attachments.

Blackbaud powers the business of philanthropy

from fundraising to outcomes.

DOWNLOADING THE HANDOUT FOR CLASS

Your handout is available for

download when you see this

File Transfer window.

To download the handout,

highlight the file and click

Download or right-click the file

and then click Download.

If you do not see the File

Transfer window, on the File

menu, click Transfer.

3© 2013 Blackbaud, Inc. This material may not be reproduced or transmitted in any way.

THIS MATERIAL IS STRICTLY CONFIDENTIAL: The information contained in this document, and any attachments

thereto, is owned by Blackbaud and is strictly confidential. Unauthorized use, disclosure, or copying of such information

is strictly prohibited. If the reader of this document is not the intended recipient, please notify Blackbaud immediately by

calling (800) 443-9441 and destroy all copies of this document and any attachments.

Blackbaud powers the business of philanthropy

from fundraising to outcomes.

THE VIRTUAL CLASSROOM

A. To participate in the audio

conference, on the Audio menu, click

Integrated Voice Conference, and

then click Join Conference.

B. You can raise your hand to ask a

question, click yes or no, and use

emoticons.

C. Use the Chat area to ask your

instructor questions.

A

B

C

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Upon completion of this class, you will be able to:

OBJECTIVES

1. Describe the difference types

of Imports

2. Create a Batch Template for

Constituents Imports

3. Setup a Import Template in

Altru for standard imports

4. Complete a constituent import

and commit to database

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� Review the Import types available in Altru

� Create a Constituent Batch Template

� Generate Header File for Import

� Review adding data to import file

� Create Import Template

� Create Import Process

� Run and Commit Import

AGENDA

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THE BIG PICTURE

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• Accountingo This type of import can be used to import GL account numbers into Altru.

• Revenueo This import can be used to import donations from outside sources to constituent records.

• Constituentso Constituent imports can be used to add or update constituent records.

• Membershipso Membership imports can enter membership dues

• Timesheeto Timesheet imports are used to add volunteer hours to constituent records

TYPE OF IMPORT PROCESS

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CREATING BATCH TEMPLATE

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CREATING BATCH TEMPLATE

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CREATING BATCH TEMPLATE

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GENERATING IMPORT HEADER FILE

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GENERATING IMPORT HEADER FILE

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ADDING DATA INTO HEADER FILE

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CREATING IMPORT FILE TEMPLATE

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CREATING IMPORT FILE TEMPLATE

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CREATING IMPORT

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CREATING IMPORT

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CREATING IMPORT

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RUNNING IMPORT

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COMMITTING IMPORT

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RESOURCES: DATA MANAGEMENT

• Data Management• Take care of your data - carefully consider best practices and streamlined workflows before

you begin working in the program. Consistent data entry promotes healthy data

management.

• Think about instances where you may need to export (push out) data from your database

with plans to import the data back in at a later time. For example, you create an import file

of constituent addresses and export them out of your database to be reviewed by an

outside source. When the addresses are updated, you create an import process (based on

a batch template) to bring that data back in. As a best practice, we recommend you use

caution when you import or export data to or from your database.

• Carefully consider whether or not it is a best practice for you to delete a batch after

committing it to the database. You can select the Delete batch after committing option when

you add a batch template, a new batch, and when you specify commit parameters. When

you delete a batch, it is permanently removed from your database and you cannot reuse its

batch number. Each batch number must be unique.

22© 2013 Blackbaud, Inc. This material may not be reproduced or transmitted in any way.

RESOURCES: KNOWLEDGEBASE

• Knowledgebase Articles

• How to import records into Altru (BB724017)

oThis knowledgebase article has sample files that can be used to import records

into Altru.

• How to import constituents with attributes (BB751336)

oThis knowledgebase articles explains how to add attributes to your import

process.