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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®
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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.
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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.
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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.