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User Imports

With User imports, you can import constituent information exported from The Raiser's Edge to create website users. In User imports, you select the file to import and whether to schedule the import for a later date. We recommend only Administrators or users with Supervisor rights access User imports.

Note: The import file must be a comma-separated values (*.csv) file, and its first row must contain the field names. To import the user information correctly, each record in the import file must contain the user’s first and last name, email address, and System Record ID. You can also import user names and passwords for all users in the import file, or the program can automatically generate this information during the import.

Warning: The ID required for the import file is the System Record ID, not the Constituent ID or Import ID.

Warning: Before you import users into your database, we strongly recommend you back up your database and verify the import file contains correct information. After the program processes the user import, you cannot undo the import or globally delete the imported user information from your database.

On the Settings tab in Sites & settings, you can set how often the program runs the process to import user information. For information about how to configure the user import process, see User import settings.

Warning: Use User imports to import constituent information only. Do not use User imports to import education record information exported from The Education Edge.

If you selected the Require complex passwords checkbox in Sites & settings, the passwords assigned to records you import must also meet the complexity requirements.

Create a user import

View the tabs of a user import

Cancel a queued user import

Delete a user import

User Import Status

User Import Exception Reasons