Create a user import
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1.
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From Users & security, click User imports. User imports appears. |
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Click New user import. The Properties screen appears. |
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3.
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In the Name field, enter a name for the user import so users can quickly identify the information in User imports. |
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In the Description field, enter any additional information to identify the user import, such as an explanation of the users imported. |
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5.
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Click Next. The User Import Wizard page appears. |
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6.
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Select the Upload File tab. |
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In the Load File frame, in the File field, enter the path to the *.csv file to import. To map to the location of the import file, click Browse and use the Choose File screen. |
Note: At a minimum, the imported *.csv file must contain the constituent’s first and last name, email address, and system record ID, and its first row must contain the field names. You can export a *.csv file of this constituent information from The Raiser's Edge. For information about how to export data from The Raiser's Edge, see The Raiser’s Edge Query and Export Guide or the Export section of the help file in The Raiser’s Edge.
Warning: The ID required for the import file is the System Record ID, not the Constituent ID or Import ID.
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Click Upload. The Uploaded File Details frame and field mapping grid appear. |
Note: Under Uploaded File Details, the File Name field displays the selected import file. To import a different file, click Replace this file. The Load File frame appears.
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In the field mapping grid, the Import Field column displays the fields required to import users into the program. For each import field, in the File Field column, select the field of the import file to import information from. |
Note: When you upload an import file, the program automatically attempts to match field names in the import file with the fields required to import to users into the program. You can adjust the automatically mapped fields as necessary.
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a.
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In the Last name and First Name fields, select the field names in the import file that contains the last and first name of each user. |
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b.
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In the Email Address field, select the field name in the import file that contains the email address for each user. |
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c.
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In the Username field, select the field name in the import file that contains the user name for each user or, to automatically generate user names, select the format to use for the user names, such as “<Last name> <First Name>.” |
If you select a user name format, specify how the user name appears. In the <Last name> includes and <First Name> includes fields, select whether to use all characters in the name or only the first specific number of characters. In the Separate <First Name> and <Last name> with field, select the character to separate the first and last names in the user name. You can select to display a space, a period, a dash, or an underscore, or you can select to display no separation. Next to the Username field, the Sample field displays how user names appear with the selected format.
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d.
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To prevent duplicate user names, select Ensure unique usernames. When you select this checkbox, the program adds a number to the end of any user name that already exists in the program or is included elsewhere in the import file. |
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e.
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In the Password field, select the field name in the import file that contains the password for each user or, to automatically generate passwords, select “<Autogenerate>.” |
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f.
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In the The Raiser’s Edge System Record ID field, select the field name in the import file that contains the system record ID for each user. |
Tip: If an invalid ID is processed in User imports, the user appears as a new user when you download sign-up requests in The Raiser's Edge. For more information about sign-up requests, see Sign-Up Requests.
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10.
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Select the Preview Import tab or click Next. |
Note: If you exit the User Import Wizard page after you upload an import file but before you add the import to the queue, you can return to the user import from User imports. The Status column for the import is blank. For information about how to view a user import, see View the tabs of a user import.
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Under Summary of Uploaded File, view the total number of records included in the import file and how many of those records are valid and how many contain exceptions. |
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Under Filter List By, enter the exception status of the records to view. You can select to view all valid records, all exceptions, or all with a specific exception status. To view all records in the import file, regardless of exception status, leave the Status field blank. For information about the exception status, see User Import Exception Reasons. |
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Click Go. In the grid, records in the import file that match the entered filter criteria appear. Make sure the fields are mapped correctly. |
In the Exception reason column, view the cause for any exceptions in your import file, such as “This record is already linked to a Blackbaud NetCommunity user.” For more information about user import exceptions and their causes, see User Import Exception Reasons.
If the constituent record does not match the constituent in the Last name and First name columns or if No constituent record found appears, return to the Upload file tab and make sure you select System Record ID in The Raiser’s Edge System Record ID field, not the constituent ID or the import ID.
Note: The grid can display up to 50 records at a time. If you import more than 50 records, click Prev or Next to page through the results, or select the page number to view.
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Select the Import File tab or click Next. |
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15.
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Under Options for Processing Import, in the Process scheduling field, select when to process the user import. |
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To add the user import to the queue immediately when you click Queue Import, select Queue for processing. |
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To add the user import to the queue at a later date when you click Queue Import, select Queue for processing on or after and, in the field, click the calendar and select the date to add the process to the queue. |
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16.
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For Send email, select whether to automatically send an email to the new users added during the import. |
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To not automatically send an email to the new users, select Do not send email after processing import. |
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To automatically send an email to the new users, select Send email after processing import using the following email template. You can select any template with a data source of Registered Users. For more information about email templates, see Templates. |
Note: Regardless of your selection for Send email, when the program imports the user information, it automatically creates an email list that contains the new users added during the import. The email list is associated with the site you are logged in to when you run the import process. You can use it to send future email to these users. For information about email lists, see Lists.
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17.
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Click Queue Import. You return to User imports. |
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If, under Options for Processing Import, you select Queue for processing, the program imports the user information during the next scheduled user import process, as specified on the Settings tab in Sites & settings. |
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If, under Options for Processing Import, you select Queue for processing on or after, the program imports the user information on or after the selected date, in accordance with the user import process settings selected on the Settings tab in Sites & settings. |
Note: For information about the user import process settings on the Settings tab in Sites & settings, see User import settings.