Answer

This document is an overview for users who have completed the Abila Fundraising Online/Fundraising 50 Import class.  For information about Import training please contact Abila Sales at 1-800-647-3863 or look us up on the internet:

http://www.abilauniversity.com/fundraising/

 
Considerations prior to importing:

  1. Does the data really need to be imported into Fundraising 50 and will it be relevant in the future?

  2. If importing to the Fundraising 50 Event card, an event in Fundraising 50 must be created.  See KB# 976 for more information.

  3. Before Attributes can be imported into Fundraising 50 the Abila Fundraising Online Attribute must be entered first into Fundraising 50.  The ‘Long Name’ in the Attribute Category table must match the Abila Fundraising Online question.

  4. If a question is changed or updated in Abila Fundraising Online then a new Fundraising 50 Attribute and ‘Long Name’ must be created.

  5. If importing addresses questions, all addresses imported will have the same Address Type.

  6. If importing an ‘instruction question’, perhaps the question should be an attribute where the Category is ‘Waiver Completed’ and the value is ‘Y/N’.

  7. Cards are not created for ‘N’ or ‘false’ values.

  8. In most cases Defaults need to be created in Fundraising 50

 
Field mappings in this document serve only as recommendations; however there are a number of ways to import non-transaction data into Fundraising 50.  Depending on your form and what you want to see in Fundraising 50 you may choose different cards or fields.
 

Fundraising Online Question Types Fundraising 50 Field Options Explanation
     
Text Note Card The Note Card Comment field has a character 2 billion character limit. 
  Sticky Note - any card Limited to a maximum of 255 characters
  Gift Card - Desc1 or Desc2 Descriptions less than 30 characters and are transaction related
     
Yes/No Y/N Attribute Equivalent type to Avila Fundraising Online value. 
    Note that N value cards will not be created
     
True/False Y/N Attribute Equivalent type to Abila Fundraising Online value. 
    Note that False value cards will not be created
     
Multiple Choice/Single Response Single Value Attribute Field equivalent to Abila Fundraising Online.  
    Note: Attributes in Fundraising 50 must be created prior to Abila Fundraising Online import
     
Multiple Choice/Multiple Value Multiple Value Attribute Field equivalent to Abila Fundraising Online.
    Note: Attributes in Fundraising 50 must be created prior to Abila Fundraising Online import
     
Instructions Note Card The Note Card Comment field has a character 2 billion character limit. 
  Sticky Note on Y/N Attribute card Limited to a maximum of 255 characters
     
Confirmation Y/N Attribute Card Equivalent type to Sage Fundraising Online value.
    Note that N value cards will not be created
     
Mailing Address Address Card Imported to Basic card IF this is the Primary Address of the donor/registrant
  Possibly Basic Card Could be imported as secondary address - tag this address with a User Default
     
Date Date Attribute Card Equivalent type to Abila Fundraising Online value.
  Possibly Sticky Note Depending on the uses of the date, could be on a different card
     
Fee Character Attribute Attempting to import as a Fee Attribute will result in errors
Article Type
Product Info
Product Line
Fundraising 50
Fundraising Online
Product Module/Feature
Import
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